Key Points
We are seeing the underlying sectors in terms of both consumptions starting to pick up..
banks, NBFCs and MFIs are good places to be in .. Further, Basumallick also says that capital goods is a segment which is very well poised the next two to three years...
In terms of banks, how would you look at the banking space where numbers are coming in strong, credit growth is coming in strong, but because maybe of the market correction or the rally that you saw going on till the Budget for the banking names, there is a correction now?.
In fact, I am very positive on pharma, especially (6:31) some of the select names, because what has happened over the last one year is that pharma has been completely sort of beaten down because the COVID (6:41) of some of the names in terms of pharma or APIs, it has been beaten down..
So, next one or two quarters may slightly be a weakish but within pharma there are definitely at least three-four companies where fundamentals have shaped up quite well and earnings growth is expected to be pretty strong over the next two to three years..
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