View on Pharma sector are you aware ?

Pharma  drug makers companies are consolidated now due to USFDA strict rules and standard to be followed and strictly maintained, which is actually good for this industries.

I think this companies now has already understood consequences if rules/standard are not followed and put strict policy within organization to follow the same.

This is called transition phase, look after high quality pharma companies which can bear such transition phase without any external cost and hit the glory in upcoming dates. 

View on Tata group companies

Tata group companies are re-structuring itself and adapting with innovative strategy  to unlock its future growth momentum  - this is a positive sign where company not only bring positive results on paper as well as unlock shareholder value.

One of the current news where consumer segment of Tata chemicals are moved to Tata Global Beverages.

From my prospective this is just the beginning there are more innovative strategy will be applied in its all group and subsidiaries which had always struggled to bring positive results.

keep an eye on this group companies  to add in your portfolio with margin of safety.