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Sanjiv Bhasin on why pharma is better than IT to play a weak rupee & his dark horse pick
“Pharma sector can be a very good proxy to a weak rupee. Rather than IT, be in pharma to play a weak rupee. That has been a splendid outperforming sector. Cipla, Sun Pharma, Aurobindo are just coming of age and I still continue to think Lupin can be a huge outperformer.”