Vikas Khemani of Carnelian Asset Management suggests that while potential tariffs may cause short-term adjustments for Indian pharma, the sector’s long-term outlook remains positive due to its dominance in the US generic drug market. He advises investors to remain invested in India, emphasizing its robust domestic growth story and the likelihood of a trade resolution between the US and India.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets