After a stupendous rally in calendar year 2020, Nifty Pharma is amongst the biggest disappointments so far this year. The index has given a return of just a little over 4 per cent against Nifty’s 27 per cent gain.
In today’s special podcast with independent market expert Rajiv Nagpal, we try to understand the factors behind the weakness in the pharma pack.
Welcome to the show Mr Nagpal.
1) In the calendar year 2021 so far, pharma stocks have disappointed. Why is nobody interested in buying pharma? The pharma story in India isn’t all about Covid, right?
2) Do you find valuations attractive in select pockets?
3) What are your key takeaways from the earnings and commentaries coming from top pharma companies?
4) So what is the broader outlook for 2022? Will pharma bounce back or remain a laggard?
Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!