Axis MF’s Anupam Tiwari on what to go for in pharma and chemicals sectors

Axis MF fund manager Anupam Tiwari is currently bullish on the hospital sector in India, citing the possibility of consistent earnings from increased demand due to the country’s unorganised to organised healthcare trend. Despite being one of the oldest sectors in India, Tiwari notes that the chemical sector reliant on China plus one is still uncertain.Tiwari looks for chemical companies with a clear niche or competitive advantage, global competitiveness, and a history of spending on R&D.