Dipan Mehta discusses the factors leading to better performance in the pharma sector, including the confluence of factors and the cooling off of raw material prices. He suggests that investors should consider overweighting the pharma and healthcare sectors for safety. Regarding the QSR space, Jubilant FoodWorks’ numbers have been unenthusiastic, but Mehta believes the slow growth is transient and recommends remaining invested. As for the interim budget, Mehta highlights the focus on infrastructure and suggests considering engineering construction companies for trading opportunities and beyond 2024.
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