Hemang Jani on 3 healthcare stocks to consider buying now

economictimes.indiatimes.com:

Hemang Jani, Independent Market Expert, says most of the healthcare companies have been doing a fairly decent job and some of these companies are in an expansion phase. Max Healthcare is looking to expand in a big way, and that is true for Narayana Hrudalaya also. For the investors looking for a steady 15-18% kind of a CAGR growth, having some exposure to names like Apollo Hospitals, Max, or Narayana Hrudalya would make sense.

How have you assessed the quarterly numbers from the entire FMCG basket? Do you think that the slowdown is worrying and it is going to continue into the coming quarters? Or was it a bit of a one-off?
Hemang Jani: Consumer companies, particularly the staple and FMCG companies are going through a great amount of slowdown and when you look at the quarterly numbers by and large things were not that positive. The only thing is that the market reaction to some of those numbers was a bit of a surprise because it is not as if HUL or Nestle will report a very high single digit kind of volume growth.

In the case of HUL and Britannia, the numbers were pretty much in line, but because the sector or the theme was out of flavour, the market reaction was slightly exaggerated. We need to see how this Q3 pans out. Godrej Consumer, again, the guidance was muted. If you see any positive surprise in terms of volume growth or management commentary, the sector could bounce back. So, Britannia, maybe HUL, are some of the companies that we would be looking out to participate in if there is a slight bit of positive