How Should Investors Approach Power Financier Valuations and MSME Lending with the Upcoming Budget?

Sandip Sabharwal, asksandipsabharwal.com, discusses TCS’s cautious outlook despite decent operational numbers and moderate growth. He notes oil exploration's limited impact in India and advises caution on power financiers due to high retail speculation. Sandip Sabharwal sees potential in auto stocks on corrections, and suggests 8-12% returns for TCS with moderate growth.
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