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Why India-focussed pharma stocks are a safer bet?
Published 4 years, 4 months ago
Description
US generics revenues generated 0.3 per cent CAGR in FY17-22 compared to 11 per cent CAGR in India and emerging markets. As a result, Nifty Pharma index returned 3.3 per cent CAGR in the period underperforming Nifty-50 index by close to 800 bps.
Sai Prabhakar and Parv Shah discuss the reasons why a tilt to Indian generics can be rewarding. The discussion centers on if the factors contributing to muted US growth are permanent and how should investors approach pharma stocks in this context.
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