Bullish on pharma stocks: G Chokkalingam, Centrum Wealth Management

G Chokkalingam, Executive Director & Chief Investment Officer, Centrum Wealth Management, in a chat with ET Now, gives his call on pharma stocks


Any of the pharma names etc. that would benefit from the weakness in rupee or this is essentially all round weakness that would probably impact all of the companies?

No, we have optimistic view on pharma on both accounts being a defensive in nature and also the rupee weakness. So we have recommended and bought for our clients stock like Dr. Reddy labs, Lupin, Unichem pharma so these are the three stocks we have been bullish and reasonably in related terms have been doing quite well.