Sun Pharmaceuticals, Cadila Healthcare, Godrej Consumer are good bet: Paras Adenwala

ET Now talks to Paras Adenwala, MD & Principal Portfolio Manager, Capital Portfolio Advisors

Any disclosures, I assume you have an interest in all the stocks?

Yes I do. I wanted to make a point on the liquidity spurt that you mentioned. If you look at stocks like Sun Pharmaceuticals, Cadila Healthcare, Godrej Consumer, all of these stocks about a decade or even five to seven years back, they did not have particularly great liquidity and they were small caps when they started off and today they are all large caps in the index and therefore, anyone with very good fundamentals tends to see improving liquidity over a period of time, if there is good quality of management improvement in the business and consistency in business. So I am not particularly concerned about investors getting into these stocks but having said that clearly for traders, these are not the stocks where they can just get in and get out.