Tuesday, September 01
Investors looking for opportunities across exports, financials, and midcaps may need to adopt a selective approach, says Asit Bhandarkar, veteran market strategist from JM Financial MF in an exclusive interview with ET Now. Exports: Textiles, Pharmaceuticals, and IT as Focus Areas When asked about potential value in the exports sector amid ongoing trade uncertainties, Bhandarkar highlighted the importance of careful selection. “I would just say that you have to be very selective because we are seeing that companies are facing challenges and when they face challenges, they end up looking for solutions and one of the things we have seen particularly with textiles is that a lot of companies are trying to broad base their market. If they were dependent on a particular geography, they are try
In a conversation with ET Now, market expert Sandip Sabharwal unpacked the recent rupee slide, the US Federal Reserve’s looming rate decision, and sector-specific concerns that are rattling investors as the year draws to a close.IndiGo Turbulence: Short-Term Pain, Long-Term StrengthThe aviation sector is battling structural issues that go beyond seasonal disruptions. “IndiGo is Indian aviation. So, we have to accept that,” Sabharwal asserted, highlighting its dominant 63% market share.Crew shortages and regulatory constraints are expected to hurt near-term performance, especially during peak holiday travel. Still, he sees a buying opportunity emerging: “If it corrects another maybe 5-10%, it could be more of a buying opportunity… They will continue to dominate the skies.”On the
