Why Is Jinesh Gopani Bullish On CDMO Businesses? | Talking Point

Jinesh Gopani, CIO and Founder of Taksh Asset Management, discusses market opportunities, with a focus on sectors like pharma, hospitals, and disruptive tech, which are expected to show strong growth. He anticipates a rise in government spending starting in January, though indices may remain stagnant for the next six months. Gopani also highlights the importance of stock-specific activity and offers guidance on finding value in a volatile market.