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Bullish on auto; no pharma, chemical stocks in portfolio buy may get in later: Deepak Shenoy
Deepak Shenoy discusses excitement for auto stocks and auto ancillaries, potential investments in M&M and cautious optimism on two-wheeler sales. he also suggests monitoring of FDA actions in the pharma sector. Shenoy says a quantitatively driven, price driven strategy will make them consider pharma again,He also anticipates growth in the healthcare sector and potential opportunities in the chemical space.