Key Points
Delhi AQI worsens: Air purifiers, health insurance, healthcare, renewable energy sectors in focus..
Rising concerns on air quality index, amidst high pollution levels have kept the National Capital Region of Delhi in the spotlight..
The demand for acute range of products remained subdued in Q2 and hence some uptick may benefit pharma companies that derive higher share of revenues from domestic markets as Cipla, Sun Pharmaceuticals, Zydus Heathcare, Lupin, IPCA and so on..
Besides Santosh Meena, Head of Research Swastika Investmart said we generally see some health concerns among people; therefore, we can expect a positive impact on stocks like Apollo Hospital, Max Healthcare, Dr Lal PathLab, Metropolis, etc. ..
However, stocks like DLF, NBCC, Larsen & Toubro, M&M, and Ashok Leyland may see just a temporary negative impact, while stocks like Indraprastha Gas (IGL) and Everest Kanto Cylinder may see a positive impact in the short term..
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