Pharmaceutical Sector and China One Plus Story
Ninad RamdasiCategories: DSIJ_Magazine_Web, DSIJMagazine_App, Editorial, Letter to Editor, Letter to Editor
Your cover story in the previous issue meticulously explained the sectors that stand to benefit from the emerging China Plus One story. Can you shed some light on whether the domestic pharmaceutical sector will also gain from this strategy?
Your cover story in the previous issue meticulously explained the sectors that stand to benefit from the emerging China Plus One story. Can you shed some light on whether the domestic pharmaceutical sector will also gain from this strategy? - Ayansh K
Editor Responds: Thank you for your encouraging words. The China Plus One strategy is very much at play in the domestic pharmaceutical sector owing to favourable factors of production, conducive business environment and incentivised government policies. To take advantage of this opportunity and become a viable alternative to China, pharmaceutical majors are becoming more aggressive with new product launches, expansion of capacities and heavy capex plans. Investors should conduct thorough due diligence in order to identify the best stock-specific opportunities in the sector. Keep writing to us. Happy investing!