Bullish on FDC: Anil Rego
Both from growth & defensive perspectives, tier-2 pharma cos are good stocks.
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| Anil Rego, CEO & Founder Right Horizons
Can you just tell us 2 investment rationales for FDC?
Anil Rego: One is from being on the defensive side. Pharma being a sector that both has growth from various happenings globally in the US and stuff. So that is one, so both from a growth and a defensive perspective is where one is looking at it and pretty bullish on the second rung pharma companies there. There will be some value unlocking that happens. Some of the re-rating has already happened. That will continue for some more time. So we have a 6-month perspective on that.
Can you just tell us 2 investment rationales for FDC?
Anil Rego: One is from being on the defensive side. Pharma being a sector that both has growth from various happenings globally in the US and stuff. So that is one, so both from a growth and a defensive perspective is where one is looking at it and pretty bullish on the second rung pharma companies there. There will be some value unlocking that happens. Some of the re-rating has already happened. That will continue for some more time. So we have a 6-month perspective on that.
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