PHARMA SECTOR
Pharma & healthcare mutual funds top return chart in August, offer 5% return
Mutual funds focused on pharma and healthcare sectors outperformed in August, delivering an average return of 4.75%. The WOC Pharma and Healthcare Fund led the category. Experts suggest investing via SIP mode with a 25% allocation to maintain a balanced portfolio. Positive outlook remains for the sector.
Don’t expect valuations to be cheap anytime soon; sector rotation keeping market healthy: Abhishek Basumallick
Abhishek Basumallick of Intelsense Capital discusses the Indian market's health and sectoral prospects. With a focus on IT, chemicals, pharma, auto, and manufacturing sectors, he anticipates steady growth over the next decade. He advises caution as valuations remain high but sees opportunities in new IPOs and rural consumption trends improving.
Play the rally with newer sectors; metals, 2 more sectors the dark horse for next 12 months: Gautam Shah
Gautam Shah from Goldilocks Premium Research highlights the shift towards newer sectors like metals, NBFCs, and chemicals in the market. He discusses sector rotations, noting the promising performance of quality mid-caps and small-caps. Shah praises the market's resilience amid global economic concerns and outlines a positive outlook and study risk-reward to pick sectors.
2 stocks Hemang Jani is bullish on from pharma sector
So, I do think that be it the largecap generic-focused companies like Sun, Dr Reddy’s, Cipla, or some of the API-based companies whether it is Laurus Labs, Neuland Labs, Glenmark, these companies are sounding far more confident about their growth, both in the US market in terms of their speciality products or domestic market.
Three stock recommendations from Rajesh Palviya for next week
In the IT sector, TCS is a noteworthy focus. We anticipate a continuation of its rally and expect it to reach higher levels, making TCS an appealing option. Our target price for TCS is around 4650 on the upside. For those considering a long position, a stop loss of approximately 4390 is recommended, says Rajesh Palviya, Axis Securities
Amit Khurana on why Dolat Capital upgraded chemicals sector, how to play housing theme
Amit Khurana from Dolat Capital explains that although India's market needs some normalization in the short term, it remains a top emerging market for the long-term. He discusses promising sectors like chemicals and affordable housing finance, assesses Aditya Birla Group's capital practices, and highlights growth potential in banks and consumption sectors over different time horizons.
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Ride the wave or surf for a new idea? Amit Khurana is tilting toward domestic consumption stocks
Amit Khurana, head of equities at Dolat Capital, recommended clients focus on domestic consumption stocks for better performance over the next 12 to 18 months. He highlighted Ajanta Pharma and Lupin in the pharma sector but remains cautious about banks due to macro concerns. Khurana also favors the affordable housing sector.
3 sectors Rohit Srivastava is bullish on for near term
The only variation may be that okay within midcaps the argument that you have also probably been hearing is between some more expensive stocks, less expensive stocks and technically, we can filter that out by looking for where are the divergences? If there are any loss of momentum on weekly charts or monthly charts, those are areas where we can sort of avoid certain stocks.
4 sectors Mahesh Patil is bullish on for near term
The initial buoyancy, what we saw last year, I think there is some kind of a normalisation over here. On the other hand, on the rural, the bottom of the pyramid, which was really weak for the last one-and-a-half years that is seeing some green shoots because there the base is also kind of favourable if you look at for the last two years.
Bino Pathiparampil expects positive momentum in pharma sector; has 3 top picks
Bino Pathiparampil of Elara Capital discussed the strong Q1 FY25 performance in the pharma sector. Companies like Lupin and Dr Reddy's received upgrades, largely due to their success in the US market. Despite high valuations, the sector's positive momentum is likely to persist, with Zydus Lifesciences noted for future product launches.
Indian market unlikely to fall as every dip gets bought into; tech, pharma making a comeback: Manish Sonthalia
Manish Sonthalia from Emkay Investment Managers discussed the current stock market dynamics, emphasizing the stock picker's market and the challenge of high valuations. He cited the influence of global markets, local inflows, and anticipated rate cuts. Sonthalia also analyzed various sectors, highlighting concerns in capital goods and potential growth in pharma and auto components.
Exit stocks that have run their course, be 80-85% invested & keep cash handy: Sandip Sabharwal
Sandip Sabharwal advised investors to identify stocks that have peaked, maintain 80-85% investments, and keep the rest in cash for future opportunities. He highlighted that sectors like pharma are benefiting from lower input costs and suggested keeping an eye on renewable energy, auto, and financial sectors for potential investments in the future.
Harsha Upadhyaya on where to put money to work incrementally this year
Harsha Upadhyaya, CIO-Equity at Kotak AMC, observed that mid and small-cap stocks have outperformed large-caps since the COVID lows. However, he noted a potential decline in this trend, anticipating similar earnings growth for mid, small, and large-caps by FY26. Pharma remains a sector with selective investment opportunities, while thematic mutual funds may see fluctuating inflows.
3 sectors that may give you freedom from worries this Independence Day
In a market insight, Siddhartha Khemka highlighted robust domestic liquidity and strong interest in quality IPOs. He noted pharma, FMCG, and automotive as promising sectors. Khemka also pointed out Gravita India and Signature Global for their growth potential. Additionally, he expressed optimism for new-age tech stocks like Zomato and Policybazaar.
3 pharma stocks Meghana Malkan is bullish on for near term
So, broadly, unless we have some trigger taking the market into a different zone, broadly, I see Nifty moving in this range and so is with Bank Nifty. The momentum says, right now, we are broadly into the sideways zone.
2 sectors Aditya Arora is bullish on for near term
If you look at the charts of Sharda Cropchem, then we have seen good upsurge today and stock has given breakout above levels of June 2023. So, positionally and technically this stock turns positive today and for a proper run and for a proper breakout, one must wait for a breakout above levels like 610 where the momentum could emerge in this counter
Nifty trend evenly poised, needs push above 20-DMA for 25,800 trajectory: Anand James
Unpredictability and large fluctuations have never been a deterrent for option traders. In fact, they thrive on it and the whole point of having options or multi legged option strategies is to help ride through such periods of uncertainty.
Varun Goel on 4 sectors to put in incremental money as market does a U-turn
Varun Goel from Mirae Asset Investment mentioned that markets were slightly expensive, prompting a focus on sectors with consistent earnings growth like banking, pharma, and IT. He noted that chemicals were recovering, and financialization of savings would drive long-term growth. He emphasized staying invested in sectors with promising future earnings.
Ashutosh Bhargava on 3 key themes that can outperform this year
More positive on life insurance as a sector because as you rightly said the sector has digested a lot of bad news. There has been a lot of regulatory curbs which has come to the sector. And we think we are well past the point where the bad news are all behind.
Here's why Pankaj Pandey is bullish on pharma sector
So, from that perspective, real estate looks good to us because what will happen that at this point in time the premium segment of the market was doing well and our sense is that with this kind of anticipation of further rate cuts and amendments like these, the growth will broaden up. Overall sense is that the double-digit kind of a pre-sales growth has been largely maintained by most of the players, but valuation also has inched up.
Rather than selling, buy the right sectors in the dip: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers stated that the yen carry trade had limited impact on India's markets. He highlighted sector rotation favoring banks, IT, pharma, FMCG, and consumer discretionary stocks. Despite some overvalued sectors like capital goods and infra correcting, the Indian market remains fundamentally strong and resilient to global uncertainties.
Aditya Arora on 2 sectors that can outperform in near term
So, the medium-term trend is definitely disrupted and it could trend lower. It is all news driven right now. As the news flow comes in the global market that is how the markets will pan out. But if we talk about the very short term, then Nikkei is down 28% in one month. If there is any short covering rally over there, we can see a short covering over here as well.
4 sectors Harish Krishnan is bullish on next three years
One is while the election verdict still gives a reasonable stable government, it still is a coalition government, not as per the anticipations of what the market was anticipating and we have also had some kind of a tinkering as far as capital gains is concerned.
Be a bit cautious in auto stocks and do not chase the particular rally in Maruti: Dipan Mehta
Dipan Mehta of Elixir Equities discussed the outlook for the auto and cement industries, noting potential slowdowns and increased competition. He commented on recent developments in speculative trading regulations, the pharma sector, and the performance of companies like Zomato, Paytm, and Maruti. Mehta advised caution in the auto sector while expressing optimism about select pharma stocks.
Positive on pharma sector; won't mind shifting some weight from banks to pharma: Mihir Vora
Consumption, especially premium consumption is what we were bullish on. The second big theme was physical asset creation, which includes the whole gambit of infrastructure, real estate, capital goods and, of course, the themes that we talked about, which is aerospace, defence, etc, where there is intense focus by the government in terms of policy action, as well as encouraging local production.
Valuation excesses more prevalent in micro caps and small caps: Krishna Sanghavi
But as you move down the curve from Nifty to midcap, midcap to small, small to micro, that worry increases, where the bulk of the gains are valuation-led and not so much supported by earnings in the near term. Clearly, that is a zone where valuation excesses are more prevalent in micro caps and small caps. But large caps do offer quite a bit of valu
Is it time to invest in defensive bets like pharma and FMCG amid market uncertainty? Vikas Khemani answers
As your portfolio does well, you start underestimating the risks. I would say that every investor should, rather than choosing between defensive and aggressive plays, constantly raise their risk awareness. As long as you do that, I think one should be fine.
Mayuresh Joshi on his 2 top bets in pharma & what he likes in oil & gas sector
Mayuresh Joshi from Marketsmith India shared insights on favored pharma stocks like Natco, Morepen, Cipla, and Dr Reddy's, emphasizing strong performance and promising pipelines. Energy sector outlook for HPCL, IOCL, ONGC, and Selan Exploration was also positive, predicting stable trajectories and significant investments. Joshi also says that the market is now moving on post the budget and looking at earnings.
S Krishnakumar on 3 sectors to bet on for next 6 months
India’s equity asset class is looking to really do well. Having said that, if you look at the valuations basically, we have started discounting FY26 and FY27, so that basically means that we are probably headed into a phase of time correction, consolidation, probably some amount of value correction that we should be prepared for.
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