sandip sabharwal portfolio

Global markets moving past tariff fears, dollar weakness may boost EMs: Sandip Sabharwal

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Global markets moving past tariff fears, dollar weakness may boost EMs: Sandip Sabharwal

“We have seen the US dollar index actually fall 2% this year, not rise. We have seen bond yields cool off significantly. And today, US is 70% of the world market capitalisation, up from maybe around 30% a few years back,” says Sandip Sabharwal, asksandipsabharwal.com.Are we now really reaching what could be called as the … Read more

There’s no missing the bus in market; metals a contra bet & 2 largecaps to buy on dips: Sandip Sabharwal

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There’s no missing the bus in market; metals a contra bet & 2 largecaps to buy on dips: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says “there is no missing the bus in the stock markets. You miss the bus, another bus comes after some time, you catch that. So, this entire FOMO thing is bad for health. Secondly, I am not predicting a major fall in the market. I do not think that the economic outlook, … Read more