On defence stocks, Pankaj Murarka, CEO and CIO of Renaissance Investment Managers advised caution given high valuations, while in healthcare, he said, it remains a structural growth story driven by rising domestic demand and medical tourism.
On defence stocks, Pankaj Murarka, CEO and CIO of Renaissance Investment Managers advised caution given high valuations, while in healthcare, he said, it remains a structural growth story driven by rising domestic demand and medical tourism.