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| 11 August, 2020, 02:56 PM IST | E-Paper
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    Expert Views

    Covid crisis has given us an opportunity to re-imagine our business: Cipla

    New respiratory portfolio could sustainably grow Cipla’s business and we are looking forward to that over the next two to three years.

    Atul Suri on what it takes to be a winner in the market

    'However bullish I am today, I have to realise that nothing is permanent in this market.'

    This rally is like a relay race, 4 themes to carry the baton through: Atul Suri

    The market is not being driven by just one engine -- IT or pharma or metals.

    Pharma cos getting advantage of API bandwidth: Deven R Choksey

    I have been liking Cipla because of the fact that it is invested in formulation plants and is reaping its benefit.

    Despite a sectoral trend, it pays to be stock specific in pharma: Rakshit Ranjan

    Once you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.

    People moving to safety and going to wait and watch: Sunil Subramaniam

    There is new money coming in which is betting on a V-shaped recovery.

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    BULL'S EYE

    A cycle change has started in metals: Deepak Shenoy

    By the end of this year, we might see the cycle turning in terms of demand coming back for some of the base metals.

    Zydus promise: Covid-19 vaccine by March

    The Independent Data Safety Monitoring Board has reviewed the data and has found the vaccine to be safe.

    A small move away from China means huge tailwinds for contract research in India: Anshul Saigal

    It is quite evident that the world is moving to a China plus one strategy.

    Bullish on IT services, there is no competition for India: Vikas Khemani

    On the supply side of IT services, it is only Indian. You cannot count more than 10-15 companies with the capability to cater to this demand.

    Right from 1950, we have followed wrong policies raising production cost: RC Bhargava

    Right from 1950, we have followed wrong policies raising production cost: RC Bhargava

    ‘My view is that in India, our costs of production could be much lower.’

    We are strong in SUVs, SCVs and pickups and we will focus there: Pawan Goenka

    We are strong in SUVs, SCVs and pickups and we will focus there: Pawan Goenka

    It is not a one off and we should see a good run for a while in the agri and rural economy.

    Healthcare and hygiene portfolio has grown by 29% in Q1: Emami

    Healthcare and hygiene portfolio has grown by 29% in Q1: Emami

    The gross margins have reduced by 230 bps and EBITDA margins has improved by 480 bps.

    Urban India has to perform for rural economy to grow on an absolute basis:  Sanjeev Prasad

    Urban India has to perform for rural economy to grow on an absolute basis: Sanjeev Prasad

    ‘Rural India by itself will not sustain beyond a certain point in time and agriculture in its current form.’

    Dr Reddy’s likely to do better, downside possible in Titan in short run: Sandip Sabharwal

    Dr Reddy’s likely to do better, downside possible in Titan in short run: Sandip Sabharwal

    There is too much euphoria around midcap pharma but the larger ones are the ones people could look at.

    Nifty is going to be irrelevant, real opportunities are outside the index: Gautam Shah

    Nifty is going to be irrelevant, real opportunities are outside the index: Gautam Shah

    There’s a very rare bull move led by pharma, IT and metals: Gautam Shah

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