Et now: let’s talk about the automatic space, because today all eyes are focused on the entire car sales. So far we have figures that come in from many players and so far is the only thing we see below the M&M tractor segment and has defeated some estimates, M&M Auto, Ashok Leyland, TVS Motors and Tata Motors CV. So, largely mixed series of figures that come in so far, because many of them are also in line. What is your opinion about the type of automatic sales numbers we have seen and how are they done about your expectations?
Sudip Bandyopadhyay: Well, it is just about in accordance with the expectation I would say, at least, that’s where we participated. We were reasonably certain that the figures from the commercial vehicle would be in line and better and that is almost what the Ashok Leyland numbers shows. Even if you look at Eicher Motors, their part of the commercial vehicles shows promising and improvement. With regard to the domestic sale of two -wheelers, it is of course modest. Look at the Bajaj numbers. They are really bad. Of course Bajaj has a fantastic export performance that ensures and that is why the total number for Bajaj still looks better. But both the small cars and two -wheeler are a challenge, and we know that there were a demand restrictions and that everyone had it. We hope that the festive season, Postmoonson, will improve things. We will have to wait and look, that’s just about what it is. As things are today, there is a problem with regard to the demand for small cars and two cycling.
Et now: Why we are talking about Pharma, Sharan just said that Trump actually does everything he has promised and earlier he also had the street at least warned about 200% of the rate. To what extent do you think that this can actually come to fruition, everything that can happen in that area, where do you see the impact on our pharmaceutical sector at home?
Sudip Bandyopadhyay: Well, one thing is very certain that as long as Mr Trump is the president, volatility is the order of the day and we have to delete ourselves for that. Every day there is something new and a new tweet comes in or some communication, an interview comes in that kind of rattling the market and that is the order of the day. As far as pharmage is concerned, setting a rate is 200% or otherwise not a feasible proposition for us and the consumers trunning Trump. So he won’t venture there. But the initiative of yesterday and today where he wrote the CEOs of the pharmaceutical company to lower prices in the US, that is certainly a threat and some of the Indian companies that have large things in us will certainly be affected. If he is a different measure, a different punitive measures, or some other steps that he takes to ensure that his communication is complied with, a matter of great care and worries, he is a different measures. So under these circumstances, and this vision that I have maintained for a while, it is better to be a bit careful with companies that have a significant exposure to the American market and focus on companies that have less or no exposure with regard to American markets. So we were just talking about humanity pharmaceutical, which is a company that received 95% of sales in India and the results were reasonable. So, you can concentrate on such companies that have a significant domestic presence and have a limited presence in the US.
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