anti-consensus ideas: Looking for anti-consensus ideas? Jyotivardhan Jaipuria says only 2 sectors left
“Pharma had been going through bad times for the last 18 months in terms of stock price. Earnings were not that great but will turn around and that is one segment where we are playing. IT is also there. It is coming on our horizon after a long time. Because we have been underweight on this for quite some time, like we used to say, buy local, avoid global.”
Source: indiatimes.com