It’s tough to make a long-term case for cement stocks, buy pharma slowly: Sandip Sabharwal
“In the case of auto ancillary companies. valuations are cheap, earnings growth should be strong over the next couple of years and that is the main theme. It is less to do with an overall auto revival story rather than the company gaining market share and capturing a market which is moving away from natural leather to high quality PU leather where most of the global OEMs are moving to.”
