N Jayakumar, MD, Prime Securities shares his views on the market. 'Bullish on Pharma sector, Pharma balance sheets are now deleveraged. Bullish on telecom infra- including data centre space. Bullish on Recycling/ waste handling/ sustainability themes. Prefer Deleveraged, integrated commodities, Metals, Mining. Need to move to capex, infra, road sector.", says N Jayakumar.
#njayakumar #pharma #stockmarket #psu #nifty #etnow #topnews #trending #postbudget2024 #defencestock
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