Tag Archives: Healthcare

Nippon India Pharma Fund: On a firm footing

Nippon India Pharma Fund appears well-positioned to take advantage of the under penetration of pharmaceuticals and healthcare services in India and other emerging markets. The fund’s penchant for companies catering to specialty businesses in the developed markets might prove handsomely rewarding in the long run.

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Will Indian IT companies continue to outpace expectations?

Markets have lots of expectations from IT companies in Q4FY21 and beyond. It’s difficult to estimate how much of the good news is already in prices.

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In conversation with Shrinivas Rao of PGIM India Mutual Fund

Since markets foretell how economic growth might look like in future, we thought of digging deeper this time to take the commonplace discussion of valuation vs growth in a conclusive direction.

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In conversation with Nilesh Shah

Budget 2021

Nilesh termed Budget 2021 and the vision it has laid for the next few years, a high-risk-high-return bet. If India executes well, then the Budget would deliver growth beyond FY22, if not, India may have to pay the price.

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Recovery may be underway; but markets might be reflecting it already

The revival might be underway and as the earnings season progresses the shape of the recovery curve will become clearer.

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8 stocks that could perform exceedingly well under Modi 2.0

Modi 2.0

A massive mandate has ensured that there won’t be flip-flops on the macro-economic policy front. In fact, the government will be able to focus more vigorously on its unfinished agenda. Furthermore, the work done so far might also start bearing fruits, sooner or later.

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