Steer clear from sugar pack: IV Subramanium, Quantum Advisors
Too many government regulations and policy changes which can impact the underlying business.
IV Subramanium: I have generally been avoiding this segment and largely it is to do with the fact that too many government regulations and policy changes which can impact the underlying business and as a result, it is always very difficult to predict and we as a group always look at companies where the business is at least reasonably stable where these outside events do not influence the business too much. So I have never really liked this sector and I continue to stay away from this sector.
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