Buy, Sell, Hold? Sandip Sabharwal on what to do with FMCG and PSU stocks

Sandip Sabharwal discussed the future prospects for FMCG, PSU, and new tech stocks. He highlighted a potential two-year positive cycle for FMCG companies, cautioned about overvalued PSU stocks potentially falling further, and noted a resurgence in new tech companies like Zomato. Additionally, he shared cautious views on the metals and cement sectors.