In the pharmaceutical sector, fewer incidents of regulatory breaches and attractive valuations drove fund managers to add stocks such as Alkem Laboratories, Ajanta Pharma, and Dr Reddy’s Laboratories.
Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in
Ramesh Damani, a BSE member, emphasizes that the bull market has resumed with public sector stocks, particularly in defence and construction, leading the way. He
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