On the back of the global pandemic as well as the Big Outperformance for the Indian Pharma sector over benchmark indices in recent times, the Investec Pharma team hosted a 7 Industry Experts Series over 5 Days in April. US, India & API businesses were central to discussions.
The series, which generated an overwhelming response among global investors, gave a very good perspective and a solid on-the-ground / transparent view across the pharma value chain during the COVID crises; not just the current situation but it also set investor expectations for the near future, which appears quite uncertain.
After a cautious approach for almost 5 years, Anshuman Gupta, pharma analyst, investec india turned positive in late February of 2020. Swapna Bhandarkar spoke with Anshuman on this
