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FIIs: 3 stocks Rahul Chadha is bullish on from auto sector

I think growth recovery is going to be slower. What you are going to see is gross margin expansion which comes through because of RM benefits, lower commodity prices. But the revenue momentum is going to be slower. See, we have all seen the slowdown in the economy. There were pockets, some select autos, some QSR companies which were doing well.

Rahul Chadha portfolio: QSR offering good entry point for next couple of quarters: Rahul Chadha

​So I think that is a space which has not done much for the last two, three years. We have continued to like hospitals over pharma but this may be the time for some of these generic pharma names.

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