sandip sabharwal: Be selective in pharma; OMCs can be trading plays: Sandip Sabharwal
"OMCs are uninvestable due to the price gaps on petrol and diesel prices. He also considers Oil India and ONGC as inefficient companies. In the pharma space, focus on larger companies like Sun Pharma and Lupin. In the real estate sector, sales have been surprisingly strong, especially for South-focused companies. The Godrej Groups split may impact their performance. "
Sandip Sabharwal Sun Pharma Indian School Of Business Godrej Properties Godrej Industries Godrej Group
Source: indiatimes.com