TaMo an outperformer & Sun Pharma a top bet? Siddhartha Khemka explains

Tata Motors is expected to see a strong recovery in volume and significant improvement in free cash flow generation for the JLR business, which may have contributed to its outperformance in the market. The domestic passenger vehicles and CV segments have been doing well and may constitute 50% of the company’s value. Meanwhile, the pharma sector is bottoming out, and technical experts predict a better risk-reward long-term perspective. Domestic sales data have turned out encouraging, and some of the preferred picks within the space in the large caps are Sun Pharma and Divi’s.