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One of India’s comparative advantages is its Pharmaceutical Industry. Given low production and labour costs as well as an ageing global population, increasing awareness (ongoing and heightened by COVID-19) and improving accessibility and affordability, it is expected that India’s Pharma companies will benefit. It’s not without its challenges, but with increasing R&D spending and a growing local market, they will attract greater foreign and local investment. Read our article (5-7 minutes) on the current status and our thoughts on how it could play out. We also highlight the Pharma companies we currently hold in India Avenue portfolio.  Click here to view the article

So everyone has a view on the Corona virus and its impact on economies and markets. We dont have anything to add on the virus. We just know that in the long-term equity markets follow structural fundamentals. Company earnings in hashtag#India exhibit low volatility relative other more cyclically driven markets and price declines like this, driven by global concerns, will lead to opportunity. Have we found the bottom – your guess is as good as ours.   Click here to view the entire article

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