Sorbh Gupta continues to be bullish on consumer & pharma stocks. Here’s why

Sorbh Gupta, Senior Fund Manager at Bajaj Finserv AMC, expresses optimism about consumption trends and the pharmaceutical industry. He sees value in large-cap stocks, particularly in consumption-related companies, due to attractive valuations and anticipated cyclical improvement. Despite market volatility, Gupta remains bullish on pharma, including CDMOs and US generics, while maintaining a cautious stance on IT and industrials.