“They are still at about 20 times FY26 earnings at the index level. So, I would not call it that this valuation is so far stretched that there are no …
“We see good opportunities in the pharma space, especially pharma generic exporter companies which have not performed well for many years. I think there are opportunities in the less popular …
Abhay Agarwal, Founder & Fund Manager, Piper Serica, says “outsourced manufacturing as a concept is here to stay and it will reward large players. While there is nothing wrong with …