Browsing Tag
Sorbh
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Why Sorbh Gupta’s bullish on consumer & pharma stocks
Sorbh Gupta, Senior Fund Manager-Equities, Bajaj Finserv AMC, says he has a positive outlook on consumption trends, as companies in this sector are attractively valued compared to their historical levels and the broader market. He expects a cyclical improvement in consumption, which should benefit these companies and lead to earnings upgrades. Additionally, he maintains a