Answering a query on pharma sector, he says the house is overweight on the pharma sector. Although the healthcare in US is set to growth only by 4 5 percent in value terms, Indian companies are likely to get much bigger market in the US. The house prefers Dr Reddy’s over Cipla because the stock has been a lagging its peers in terms of valuations but has a very strong ANDA pipe lines, says Sabarad..
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