2 top stock recommendations from Hemen Kapadia

Normally we would look for something like FMCG but if you see long-term charts of Colgate, I mean they are scary. It seems to have finished a multi-year bull run, Lever going nowhere, Dabur looking heavy. Pharma as a sector you would look at the defensive. IT is a new defensive now, I guess. Pharma you have spots like Glenmark and Aurobindo Pharma which look better. Sun Pharma looks overbought. Cipla looks weak. So there is no consistency even in the sector.

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