“We have been owning a lot of CDMO. So, the manufacturing as a basket is a very-very promising basket, I would say, to remain there. And the third bucket where generally speaking a little less choices are available but still you do have choices available which is in the consumption basket across the board and … Read more
“Good monsoons is by and large good for the country and, of course, there will be that odd issue in one sector or the other while monsoons are ahead of time, but by and large it should be good for the country,” says Anshul Saigal, Founder, Saigal Capital. This entire impact of early monsoon, I … Read more
“And in terms of consumption, companies who are into catering to upper middle class or affluent part of the Indian consumers, those companies should do well and partially, selectively on the domestic pharma that we are bullish,” says Dikshit Mittal, LIC Mutual Fund. Let me start by asking you, what are you making of the … Read more