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Power EPCs, financiers top bets; pharma a four-part opportunity: Sunil Subramaniam

Sunil Subramaniam of Sense and Simplicity outlines how to play Indias power, pharma, auto and banking themes amid market volatility. He highlights EPCs and financiers as key power bets, explains a four-part pharma strategy, and shares why markets may stay cautious in the first half before improving later in the year.

9 Jan 2026 10:00 am