SANDIP AGARWAL
PM Modi interacts with Indian para-athletes after historic 114-medal haul at Asian Para Games 2026
Prime Minister Narendra Modi met Indian para-athletes to congratulate them on their record medal haul at the Asian Para Games 2026. India achieved a historic total of 114 medals, surpassing its previous record from the last edition. Notable performances included victories in para-badminton, para-archery, and track and field events, showcasing the athletes' exceptional skills.
Asian Para Games 2026: India para-athletes scales new heights with record 114 medals
India concluded its campaign at the Asian Para Games 2026 with a remarkable total of 114 medals. The medal tally included 30 gold, 35 silver, and 49 bronze, showcasing exceptional performances from para-athletes. Various disciplines like para-badminton, para-archery, and para-athletics contributed to this achievement. Notably, significant records were set, including world records by some athletes. The performance underscores the progress of para-sports in India under supportive leadership.
India sweeps men's javelin medals as Sumit wins gold at Asian Para Games
Sumit secured the gold medal in the men's javelin throw event at the Asian Para Games 2026. Mahendra Gurjar achieved silver with a new Games record in his category. Sandip Sanjay Sargar earned bronze, also setting a new Games record. India had a successful campaign overall, securing numerous medals across various sports disciplines. This performance reflects the country's strong support for athletes through programs like the Target Olympic Podium Scheme.
Chorbagan pandal deaths: Overcrowding, lack of management, cops and volunteers blamed
A tragic stampede occurred at the Chorbagan Durga Puja pandal resulting in the deaths of 19 individuals. Over 25 people were injured during this incident attributed to poor crowd management and narrow lanes. Seven people have been arrested, including organisers and security personnel, while government officials visited the injured. Financial support has been announced for the families of the deceased and injured individuals.
SBI’s fund deployment key to future growth: Sandip Agarwal
Sandip Agarwal notes the Indian investor's increasing maturity, moving beyond panic selling to strategic buying after initial market dips. He suggests PSU banks, like SBI, may outperform private sector banks due to their deposit franchise amidst NIM compression from rate cuts. Investors are keenly awaiting SBI's results and future strategies for deploying raised funds.
IT sector struggles to justify premium valuations amid growth fatigue: Sandip Agarwal
Sandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He finds their current valuations, with PE multiples above 20, unattractive. Sowilo Investment Managers sold their large-cap IT holdings after a 40-50% gain, citing high multiples and limited growth potential, focusing instead on deep value investments.
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IT's best days may be over; time to back new-age tech: Sandip Agarwal
Traditional IT services are becoming low-growth, quasi-cash plays with limited upside, says Sandip Agarwal. The real opportunity, he believes, lies in volatile but high-potential new-age tech companies—despite their short-term risks, they’re the best long-term bets in India’s evolving digital economy.
Sandip Agarwal sees limited upside for Indian IT sector amid uncertain outlook
Sowilo Investment Managers' Sandip Agarwal suggests caution for Indian IT. Accenture's CY25 outlook is uncertain. This casts doubt on Indian IT's H2 recovery hopes. While numbers are good, outsourcing weakness and Accenture's commentary raise concerns. IT stock valuations seem high. A bottom might appear when companies delay pay and offers. Currently, risk outweighs reward in the IT sector.
US economic uncertainty clouds outlook for IT service providers: Sandip Agarwal
Sandip Agarwal highlights that the slowdown in IT services demand stems from macroeconomic uncertainty in the US—not company performance. Clients are holding back discretionary spending amid unclear signals on growth, rate cuts, and tariffs.
Expecting a flush of money in India; 6 sectors to invest in over next 4-5 years: Sandip Agarwal
Fund Manager Sandip Agarwal anticipates significant financial growth in India, driven by positive economic indicators and a surge in private capex. He highlights attractive investment opportunities in sectors like water, chemicals, cement, banks, and power over the next four to five years. Agarwal also notes a shift towards luxury consumption due to rising per capita income.
Tariff uncertainty and rising localization costs could further squeeze IT margins: Sandip Agarwal
So, if it is a mild, soft landing kind of recession, then the revenues will be secured, you may degrow at most 2-3% and you can grow at most 2-3%, I think that is the situation today.
Accenture's stock dip signals caution for IT investors: Sandip Agarwal
On the other side, if you see the department has asked some of the top 10 consultants, amongst which Accenture is also one of them, to cut down the consultancies and the expenses. So, there is a double-pronged impact and the cascading effect of that will also be there on Indian IT companies.
Q3 as per expectation, no big negative surprise; investing in pvt banks: Sandip Agarwal
Sandip Agarwal, Co-Founder of Sowilo Investment Managers, highlights their strong investment in private banks due to optimistic GDP forecasts and the anticipated Rs 1 lakh crore tax relief. He explains that recent market corrections brought sanity to stock prices and expects credit growth. Agarwal also discusses concerns about private capex and the shift in corporate focus towards high return ratios.
ER&D one of the best sectors within tech services, to do well for almost a decade: Sandip Agarwal
Sandip Agarwal from Sowilo Investment Managers explains that revenues are likely to be weak this quarter due to furloughs. Tech companies like Infosys and TCS may struggle but Tata Elxsi could perform well due to its growth in the Engineering Research and Development sector. Despite some revenue misses, strong deal wins and positive management commentary suggest better prospects ahead.
Sandip Agarwal on what should investors do with Infosys, TCS, and Wipro stocks
I will put it this way that we will have good fundamentals going ahead but everything is discounted so stock may not react in the same way, that is the way I look at the sector, barring ER&D which is a very different structural story for a decade or two and there people are willing to pay much substantial valuations and are willing to take longer term bet.
Sandip Agarwal on how Street will react to Infosys Q1 earnings
But I will still prefer largecaps over the expensive midcaps, ER&D is totally different ballgame. I am okay to pay more as i am more comfortable paying reasonable value to the largecap service player.
Why hasn’t Infosys upgraded margin guidance if TCVs are at record high? Sandip Agarwal asks
Sandip Agarwal asks: "Despite a strong TCV, why is the growth guidance so low? We are not able to connect the dots of what is pulling down growth so much and why they are projecting this kind of growth. In my view, this guidance and these numbers are on the lower side of what anyone would have been anticipating."
IT stocks tumbling on Accenture guidance cut: Time to accumulate, says Sandip Agarwal
Sandip Agarwal says for Accenture, the challenge is on the discretionary side or on the consulting side, where we have small presence for some of the names like TCS and Infosys but for them, it is not a big chunk like it is for Accenture. He advises investing in undervalued stocks like HPL, Tech M, and Wipro for long-term gains despite depressed earnings.
In next 3-4 quarters, falling attrition may spring big surprise in IT cos’ margins: Sandip Agarwal
Sandip Agarwal says: “This quarter, the IT companies will show a slight beat in margin. In the next quarter, thereshould be a bigger beat in margin followed by even further better margins in the first half of FY25. We will have good margins to start with followed by good revenue growth.”
IT biggies to announce Q3 results on Thursday, What to expect?
Sandip Agarwal says: According to me, the IT sector has gone through a good time correction. So, possibly we will see another 10-15% return, which the sector gives every year at different points of time. That time will be, sometimes in the next few months, where it should deliver that return.
What is triggering this up move in IT? Sandip Agarwal explains
Sandip Agarwal says: “This will be a year of chasing value rather than growth in the sector. And Wipro was most reasonably priced at 410-420 and I think the market has brought it to some level playing field in that sense. I would say 10-15% return for next one year in the tech index and sector is very much possible because that margin has a huge scope to go up. ”
Infosys revenue disappointment is quite sharp: Sandip Agarwal, Edelweiss
Sandip Agarwal, Wholesale capital Market IT, Edelweiss, says that the there could be some downside on the buying price.
HCL Tech has reported a very good set of numbers: Sandip Agarwal, Edelweiss Financial Services
The kind of growth in retail at 8% is really surprising, given the number of holidays and all the issues which were there in the quarter.
Bharti Airtel’s Q2 revenue better than estimate: Sandip Agarwal, Edelweiss Financial Services
'Bharti Airtel's revenue is up 5 per cent on a sequential basis. Margins are almost flat 20 bps down,' says Sandip Agarwal.
Wipro fairly valued at current levels: Sandip Agarwal, Edelweiss Financial Services
"Some improvement in growth will keep bouncing, but that will be across the industry. "
Wipro fairly valued at current levels: Sandip Agarwal, Edelweiss Financial Services
"Some improvement in growth will keep bouncing, but that will be across the industry. "
IT industry seeing a significant traction in demand: Sandip Agarwal, Edelweiss Financial Services
In an interview with ET Now, Sandip Agarwal of Edelweiss Financial Services shares his views on the HCL numbers.
Infosys revenues in line with expectations: Sandip Agarwal, Edelweiss Financial Services
Coming to the guidance, 9% to 10% ideally yes, if you have done 3.7 in this quarter, it will imply that you need only 0% growth sequentially in the next two quarters.
Expect Infosys to report 3.5% growth in $ terms in Q2: Sandip Agarwal, Edelweiss Financial Service
In an interview with ET Now, Sandip Agarwal of Edelweiss Financial Services shares his expectations from Infosys and other IT peers.
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