Sandip Sabharwal of asksandipsabharwal.com has a clear message for investors chasing the defence rally: the excitement is real, but the prices on many stocks have gone far ahead of reality.
Speaking on ET Now, Sabharwal laid out his views across defence, pharma, private banks, IT, and manufacturing, offering a candid, sector-by-sector read on where the genuine opportunities lie and where investors need to pump the brakes.
