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On pharma, Sabharwal thinks concerns about potential tariffs are overblown. He points out that pharma demand is inelastic, and new capacities take years to develop. Any tariffs would likely increase healthcare costs in the US and would more than affect Indian pharma companies, making them a strong investment.
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https://economictimes.indiatimes.com/markets/stocks/news/sectoral-investment-picks-sandip-sabharwals-top-stocks-in-infrastructure-pharma/slideshow/118441329.cms
