Time to buy PFC & REC? Sandip Sabharwal would rather buy these 2 private sector NBFCs now
Sandip Sabharwal discusses investment strategies, favoring capex-oriented companies like L&T and select IT firms. He expresses caution about PFC and REC due to long-term solar sector stress, preferring private sector NBFCs like L&T Finance and Mahindra Finance. Consumer stocks are expected to revive eventually, offering buying opportunities at current discounted levels.
