H-1B, drug price noise won’t hurt Indian IT & pharma; festive cheer drives auto stocks: Vikas Khemani
Vikas Khemani sees autos as key festive season winners, expects IT to weather H-1B visa changes with minimal margin impact, and remains bullish on pharma despite US drug pricing concerns. He views market consolidation as healthy, supported by strong macro fundamentals and GCC expansion.
Vikas Khemani sees autos as key festive season winners, expects IT to weather H-1B visa changes with minimal margin impact, and remains bullish on pharma despite US drug pricing concerns. He views market consolidation as healthy, supported by strong macro fundamentals and GCC expansion.
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