Right time to take profit off the table in pharma ; defence a structural buy : Rajiv (...)
Rajiv Batra addresses global investors' concerns about India's growth and policy, emphasizing the need for double-digit earnings and nominal GDP growth to reignite foreign investor interest. He suggests profit-taking in pharma due to US generic concerns and underwhelming earnings. Batra remains (...)
Site référencé: The Economic Times
The Economic Times
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