Not bullish on hospital stocks in near-term; FMCG stocks good to buy on dips: Sandip Sabharwal

Sandip Sabharwal discusses the performance of hospital, insurance, FMCG, and pharma sectors in India. He highlights valuation concerns in hospital stocks and moderate growth in the insurance sector. Sabharwal notes the potential for a revival in consumer demand for FMCG. He prefers larger pharma companies like Sun Pharma and Lupin, avoiding smaller firms due to evaluation challenges.