Pharma stocks have gained investor interest as the Nifty Pharma index reaches new highs. Amid economic uncertainties, defensive sectors like pharma offer minimal risk. Notable picks include Lupin, Sun Pharma, and Dr Reddy’s. The sector saw significant foreign inflows, driven by the performance of the generic drug Revlimid.
Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah
Nilesh Shah of Kotak AMC emphasizes focusing on resilient companies with reasonable valuations amidst global uncertainties. He highlights India’s strong IPO pipeline driven by entrepreneurs
August 11, 2025