Sandip Sabharwal suggests a positive market trend, driven by inflation undershooting RBI expectations and a weakening US dollar boosting emerging markets. While markets aren’t cheap, corrections should be viewed as buying opportunities. He expresses skepticism about Eternal’s quick commerce investments and notes the early monsoon’s potential impact on various sectors. Divi’s Laboratories looks promising, while Sun Pharma faces near-term challenges.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets