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What is this episode about?
In the 21st episode of the Prime Podcast, Chandrachoodamani N V, Senior Equity Analyst at PrimeInvestor has an insight-packed conversation with Meeta Shetty, Fund Manager at Tata Mutual Fund. They talk about the always-interesting pharma and IT sectors – both of which Meeta has been closely watching for several years now.
First they start with the pharma sector and whether there is still any room for sustained earnings growth in the sector going forward. Meeta speaks about what factors were holding the sector back in the past and what led to them doing so well in the last couple of years. The also talk about the US pricing scenario that has been worrying companies that cater to this market.
Next the conversation moves to the US Biosecure Act and whether this could open up new revenue streams for pharma players.
They then move on to the aspect of valuations in the healthcare space – are they excessive and what should investors do – here Meeta first talks about pharma stocks and then healthcare stocks where she comments on the re-rating in the hospital sector and what we can expect to see in this space given that several large players are on a capacity expansion spree. She also comments on which of these looks more attractive from an investor’s standpoint.
The conversation then moves to another of Meeta’s areas of expertise – IT – and the growth picture one can expect for the sector.
Global Captive Centers are opening up faster than we can keep track of. Chandrachoodamani and Meeta talk about this and AI and the impact on IT – two key themes that are especially relevant to the IT sector. They also cover domestic digital tech companies & platforms and their scope for value creation. Finally, they talk about whether it is a good time to add IT.
Key segments in the podcast
- Introduction (0:00 – 0:53)
- Is there more room for a sustained earnings growth story in the pharma space now? (0:54 – 05:18)
- How the US Biosecure act can unlock opportunities for Indian pharmaceutical companies (05:19 – 07:50)
- Are valuations excessive in the healthcare space? (07:51 – 11.10)
- What is the growth picture for IT? (11:11 – 15:49)
- GCCs, AI and impact on IT (15:50 – 21:58)
- Value creation in the domestic digital technologies and platforms (21:59 – 27:56)
- Is it a good time to add IT now? (27:57 – 31:14)
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