Talking to ET Now , MD,, says his portfolio includes Cipla Sun Pharma and Glenmark as these companies are turning from pure generic plays to speciality plays.Edited excerpts:Yes definitely. But more importantly, in this business you do well if you manage your costs well, which some of these insurance companies have demonstrated very well. This is where the insurance business could possibly give a good set of numbers or return for the investors. These companies are relatively better off as far as their cost and margins are concerned. If the crude oil prices and the aviation fuel prices are going up, that may hurt some of the aviation companies for the time being.

Source: Economic Times November 07, 2017 04:52 UTC