Mahantesh Sabarad, of SBICAP Securities, talks to ET Now in an exclusive conversation, about the telecom landscape and where can one find comfort in investing afresh. Reliance is underperforming when it comes to stocks and Airtel is at 1.91 percent. Mahantesh Sabarad highlights the telecom theme and all the opportunities that exist, he also taks about the business model for the telecom companies. He then talks about the regulatory sides and the AGR dispute that has been one of the massively debated topics. He further talks about the 5G options that have come up. He then explains how the telecom companies are changing their strategies.
Mahantesh Sabarad, Head of Retail Research, feels the robust demand for IPOs is either due to the high quality of the companies that have come to the market or their unique characteristics. He also shares his outlook for IPOs in the rest of FY21.
Mahantesh Sabarad says that much of the recovery in the markets is due to the phased lifting of the lockdown. He gives his views on the outlook for key sectors and also comments on the recovery in the automobile sector.