“Sandip Sabharwal is bullish on financials, capital goods, and select consumption segments. He sees financials, particularly large banks, NBFCs, and lenders benefiting from financialisation of savings, as well-placed due to improving credit growth, stabilising net interest margins, and enhanced earnings visibility. Capital goods majors are resilient with strong order books, while select consumption segments are expected to improve from the fourth quarter onwards.”

Sandip Sabharwal’s track record: 8 graded calls · 95% CI 22–78%