Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers
«I think the entire sugar, ethanol, etc, story and the ecosystem around it that is where I think we could see significant wealth creation again over the next couple of years,» says Sandip Sabharwal, asksandipsabharwal.com.
What is the best way now to take advantage of the current setup?
Best way is to hold on to your horses and not try to do much, not try to go all in if you have some cash today itself because contrary to what was the expectation of a few and that is what I said over the last couple of months, people seem to be unnecessarily bearish, my view was not bearish in the sense that the view was not that the governments suddenly going to change and some new dispensation is going to come up.
So, in that context, I think things look constructive. Where there were some policy flip-flops, I think that is where some opportunity comes up.
Unlock Leadership Excellence with a Range of CXO Courses
Offering CollegeCourseWebsiteIndian School of BusinessISB Chief Digital OfficerVisitIIM LucknowChief Operations Officer ProgrammeVisitIIM LucknowChief Executive Officer ProgrammeVisit
I think the entire sugar, ethanol, etc, story and the ecosystem around it that is where I think we could see significant wealth creation again over the next couple of years.
Would you be also looking at selling because the strength I think is going to be more technical in nature and there would be excesses which will get created, so while we may look at the medium-term and the long-term picture which is bright and which will only get
