Pharma sector consists of a lot of different segments. Pure play exports, domestic focussed companies, ( a lot of cos are a combination of above two segments) , API, CDMO etc… Most of these segment companies have shown good momentum of late.
But this is a space where one needs to be stock specific and try to find out specific triggers in individual companies. DIIs (or for that matter anyone else) buying does not mean much for us.
@Dhruv_Doshi I don’t use hedging in my portfolio strategy. If I am too uncomfortable with my portfolio positioning, I would simply trim it to sleeping point.
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