Key Points
Nischal Maheshwari, CEO, Centrum Broking, says we are more positive on companies which are green oriented and we are strongly betting on that..
Of course, Paytm is a bit of a dangerous bet right now but apart from that, Zomato has been seeing a good amount of commentary coming from the brokerages, the management is fairly positive and for PB Fintech there is this added boost of the composite license as well..
Nischal Maheshwari: Yes, both these stocks, Zomato and PB Fintech, have been my favourites in the whole space and the logics have been basically that both are market leaders and it takes a lot of time and effort and money to get into these kind of pole positions for both these stocks..
We prefer the domestics more than the international names and Sun Pharma has been a top pick and that continues to be both domestic as well as international, continues to be doing pretty good..
The other space which we like within the pharma or a broader healthcare space is the hospital, I think that space is doing pretty well and has a very strong visibility...
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