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Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook

Investor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electronics but finds many small-cap defence stocks "obnoxious." Pharma offers decent but unexciting prospects. Sabharwal is con…

By Nandini Sanyal· The Times of India· 3 months ago· 2 min read
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook