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“We are very clearly placed on companies which have got international exposure as far as pharmaceutical is concerned. Real estate continues to be very exciting and we are playing the entire real estate and building materials theme with stocks across sectors. We own cement and building material companies as well as select real estate.”

Uttar pradeshPawan parakhIndian school of businessOffering collegePortfolio managerRenaissance investmentNifty indexLeadership excellenceMarketing officerMight also likePharma stocks to buyPharma cosBus exposureReal estatePharma companiesExpert view