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Bullish on pharma, especially CDMO; slightly negative on auto: Daljeet Kohli
Daljeet Kohli of Roha Asset Managers LLP is bullish on the pharma sector, anticipating strong performance over the next one-two years. He mentions the Biosecure Act of the US and the potential growth for companies involved in CDMO, CMO, and CRMO. Kohli expresses caution towards the auto sector, noting that its recent rally may be slowing down.
