EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget

As markets head into the Union Budget week, investor attention remains split across electronics manufacturing services (EMS), oil and gas stocks, and select fintech names. In an interaction with ET Now, market expert Sandip Sabharwal struck a cautious note on high-valuation EMS players like Dixon Technologies, while also sharing a more tactical view on oil […]