Key Points
Sandip Sabharwal, asksandipsabharwal.com, says all the large group stocks have already done quite well..
The main thing is that if the economy can sustain 7-8% growth over the next few years, my guess is many companies and many groups will continue to do well...
Sandip Sabharwal: Yes, it is possible because there is scope of profitability improvement in at least two of its businesses, the retail side, as well as the telecom side and the lack of aggression on the telecom side which they have recently shown, they have not hiked priced but they are not trying to compete on tariffs, that has created positive momentum both for what could potentially happen for Jio on the telecom side as well as Bharti Airtel...
Bharti as a stock, once it started its improvement cycle, is continuing now and it will keep on continuing and typically, as profitability improves, stocks tend to keep on doing well..
Sandip Sabharwal: I would tend to agree with that because the run-up has been across the board in companies which are doing well, companies which are not doing well, and companies which are supposed to do well but have not done well till now..
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