Tag: parekh

Rakesh Parekh talks about the key drivers for the market — a combination of ample liquidity, pro-growth government policy direction, investments and capex entering an upcycle as well as corporate balance sheets that remain conducive for investments. He says: \”We are encouraging clients to add to their equity positions with a long-term perspective in mind to take advantage of this opportunity.\”

Foram Parekh shares insights on CDMO companies\’ positive outlook post-Covid correction, potential impact of Biosecure Law, concerns about Laurus\’s earnings improvement, Sun Pharma\’s specialty sales focus, and recommendations for pharma sector growth with Lupin and Dr Reddy\’s.