Pharma Sector

Sweet spot for pharma sector comes with greater competition The pharma sector narrative changed drastically between February and March. In February, the concern was all about API supplies getting disrupted. By mid March, the narrative had changed to how pharma sector can capitalize on the opportunities presented by COVID-19. Look at the stock prices If…

Value Troika

How HDFC Bank, RIL and TCS have held the markets aloft On the day RIL results were announced, the company touched a record market cap of Rs.900,000 crore. This is a record of sorts and immediately led to worries in the market about rich valuations. Currently, 3 Indian companies; RIL, TCS and HDFC Bank are…