Is this time to be a contra buyer in Lupin? This is what Hemang Jani has to say
“There is a tactical pullback in global denominated fintech and consumer tech business. Maybe a 10-15-20% move can be expected in some of the names but core allocation will have to be with largecaps, particularly sectors that have delivered well this year and where there is a growth visibility. That could be banks, auto, cement and the domestic-oriented consumption plays.”