Firsts are always special and in the very 1st episode of High Side by Dalal Street Rafting I want to look at one of the more challenging yet interesting and rewarding sectors in Indian Equities - Pharma, Healthcare & Diagnostics sector.
And to help on this, I have with me Agraj Shah - Equity Analyst, TATA AIA Life Insurance. Agraj covers Pharma & Healthcare sectors along with Retail & Chemicals in TATA AIA Life. In the past Agraj has worked with renowned firms like JP Morgan, JM Financial etc. He is an engineering graduate and holds an MBA from Jamnalal Bajaj Institute of Management, Mumbai.
In this episode High Side I cover:
Agraj’s journey in Financial market and how he landed in Pharma & Healthcare as his sector of focus
Effective way to classify various Pharma, Healthcare & Diagnostic players & businesses
Why Pharma, Healthcare & Diagnostics underperformed from period between 2015 and early 2020?
What are the structural changes that COVID bought to these segments? And how should investors look at these sectors in the post COVID era?
Are these sectors moving up in value chain? Can this trend be benefitted by investors?
Unique opportunities & risks in Domestic & Export markets
Future triggers, trends & growth drivers for these sectors
Agraj’s view on recent disruptions in Pharma, Healthcare & Diagnostic sectors and which of them he thinks will stand the test of time & profitability
Investment Framework that can help you look at these sectors
Which businesses within Pharma & Healthcare does Retail have better edge than Institutional Investors and where it doesn’t?
How does one value these businesses? Which valuation metric to look at, which to give a miss?
…AND MORE!
A more detailed edited transcript would be available shortly. Hope you found this podcast add value to your research and understanding of Indian Pharma, Healthcare & Diagnostic sectors.
Disclaimer: Views presented in this article is personal opinion of author & his guest. It doesn’t represent any firm’s view that they are currently associated or might have been associated in the past. No part of it should not be considered as a recommendation to buy or sell any stocks etc. This is an educational article and although care has been taken for correctness of the data, author does not take any responsibility for any errors or omissions.
Share this post