These 15 stocks from 5 sectors can create value for shareholders: Motilal Oswal

Pharma sector has come out of 3-4 years of base formation. Opportunity is huge both in US and India. Companies by and large are debt-free and reasonably valued across valuation parameters. It would surely be advisable to have an exposure to pharma sector, Hemang Jani, Head - Retail Equity Strategist, Motilal Oswal Financial Services said in an interview to Moneycontrol's Sunil Shankar Matkar.

Pharma sector has come out of 3-4 years of base formation. Opportunity is huge both in US and India. Companies by and large are debt free and reasonably valued across valuation parameters. It would surely be advisable to have exposure to pharma sector in portfolio.

It's difficult to gauge if market can move past Nifty 10,000 levels. As lockdown mode could continue and the government's ability to come out with an aggressive bailout package is limited, it's difficult to make out a case for big upside in the short run.

With uncertainty in demand due to the effects of COVID-19 along with an impact on the financial health of companies, stock prices are factoring in the potential cut in earnings estimates for FY21.

Considering the discretionary nature of autos, recovery of stocks would be a function of improving demand visibility from the impact of BS6/COVID-19. We expect volume recovery only from September 2021 for 2Ws /PVs, while CVs would be even more back-ended.

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