Dinshaw Irani’s top sectoral picks for next market cycle

October 24, 2024

And obviously the US facing pharma, if you take a Trump call, there is definitely going to be a pressure going forward as such, so that is why we do not like the US focused pharma companies much and we do not have much exposure there, rather no exposure there as such. We are more focused on to domestic pharma. In a diagnostic space, we got the best player, the top player with us.

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