This chart shows claim settlement ratio of life insurance companies... Read On
Markets are in a punishing mood towards export-oriented sectors right now. Most of these sectors seem to be facing some headwinds. It looks like their growth story has come off the rails. They seem to be Megatrends in reverse. Take the case of pharmaceuticals sector in India.
Now, wearing the questioning hat we borrowed from our Mexican fisherman story. Girish, our pharma analyst dug deeper. We wrote about some of his views on pharma sector in general in our recent edition of Research Digest (subscription required).
His deduction was markets are irrationally punishing everyone. Such gloom and doom scenarios are bound to create opportunities in select stocks. The prudent thing to do is to remain focused and patient for both opportunities to come as well as to play out completely.
Data Source: Ace Equity
This Chart Of The Day was published in The 5 Minute WrapUp - A Parable for Today's Heady Markets
This chart shows claim settlement ratio of life insurance companies... Read On
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