The income weather in the Fag End gives us your feelings that the pockets look good to you at this time and what do you do to market.
Dipat Mehta: I think that broadly this earning season has been a bit of a disappointment and across the board large sectors like banks, nbfcs, software, they have disappointed it seems that there is a lot of issues in terms of earnings growth which, of course, with get ready Resolved going forward with better monsoons, lower interest rates, and tax cuts.
But this time of earnings is a mixture of bag and what it says in this time of earning is that the market is very optimistic and the wide rally appears in the last three-four years that do not continue in the future.
Arrive in the specific question of which sectors where the numbers are good, I think there are first signs of consumption in this sector that begins to drink this sector.
Besides that part it is a little a mixture of bag, but also inside that is also covered, there are some winners I think so many numbers.
So, like that, if you go sector through the sector, we have a few winners but we have a lot of income from earnest time or fewer ideas than it is than to enter it. Want to get your definition of Pharma sector In Specific Because the Kind Of Move We Have seen from Pharma, it has been underperforming the market, but today it is doing very well for its attention to the back of good set of numbers are keeping this pharma space in focus today, how would you play the pharma space, what would be your outlook going Ahead, and which pockets or themes within the pharma pack you are liking at the moment?
Mehta Cop: Again, Pharma is a classic example of what I say that one should be very opted in the market and inner also companies that are different with winners.
Within the space of pharma, we want the CDMO companies Where we think there are good growth prospects and overall, in my mind because of China and in an uncertainty to pharma companies.
So, I say it’s important to be a little pick and focus on companies with different business models and whole investors should also be slightly under the bottom of Pharma. The last few quarters are very good, so the effect of the effect will also come from the next quarter ahead, so you can see the slowdowns too.
