Indian Pharma: The beginning of a long term bull run

Reading Time: 8 minutes The outperformance of the Pharma sector during the current Covid-19 crisis is just the beginning of a long term bull run for the sector driven by reasonable valuation and multiple business tailwinds

Govt. reforms fail to uplift markets

Reading Time: 3 minutes A host of reforms worth 20 lakh crore from the government to tackle covid-19 failed to uplift markets as benchmark indices closed in red

Anatomy of the Indian Pharma Industry

Reading Time: 5 minutes The Indian pharma industry is the world’s 3rd largest by volume, the largest supplier of generic drugs & caters to ~50% of global vaccine demands.