Pharma a long-term growth story; consolidation likely in IT: Andrew Holland

“In pharma, I would be geared more towards those companies which are exposed globally than locally at the moment. That is where we are going to get the continued tailwinds. It is a very good long term earnings story for the pharma companies in the generic side. in IT, the valuations are stretched for a lot of these companies and so it is hard to see incremental rise from here.”

from Markets-Economic Times https://ift.tt/3j234Ko