Positive on pharma sector; won't mind shifting some weight from banks to pharma: Mihir Vora

​Consumption, especially premium consumption is what we were bullish on. The second big theme was physical asset creation, which includes the whole gambit of infrastructure, real estate, capital goods and, of course, the themes that we talked about, which is aerospace, defence, etc, where there is intense focus by the government in terms of policy action, as well as encouraging local production.