What makes Karma Cap's Rushabh Sheth bullish on pharma, ports and media?
Sheth’s big bet on pharma is solid growth in the domestic market leading to market share expansion for key players, and that on media is about consumers increasingly becoming open to pay for quality content. He sees ports as critical for driving manufacturing efficiency.
Uttar Pradesh Bharti Airtel Sun Pharma Rushabh Sheth Tata Communications Tata Communications Network
Source: moneycontrol.com