Pharma & Healthcare Sector – Time to Overweight!
A sector-level assessment outlining why Pharma & Healthcare in India offers an attractive overweight opportunity after two years of consolidation and multiple derating.
Pharma Sector : Attractive Medium to Long Term Opportunity!
An assessment of medium-to-long-term opportunities across the Pharma sector, with a broader strategic view on IT, FMCG, Auto, and PSU sectors amid evolving valuation and growth dynamics.
Our Recent Calls & Overweights
A review of WealthSpring’s recent sector overweight calls amid the second COVID wave and their strong performance across banking, pharma, PSU, and gold.
Union Budget 2021 – How to maneuver Equity Markets
An assessment of Union Budget 2021, highlighting pro-growth measures, equity market strategy, infrastructure push, and key risks across equity and fixed income markets.
Wealthspring Sectoral Overweight’s – Significant Outperformance
WealthSpring’s early and sustained overweight to Public Sector Enterprises (PSEs) has delivered strong absolute and risk-adjusted returns, validating its sectoral allocation framework.
Where are the Indian Equity Markets headed?
An assessment of Indian equity markets amid liquidity-driven rallies, elevated valuations, economic recovery risks, and evolving monetary policy dynamics.
Market Insight
Despite sharp corrections in mid- and small-cap equities, India’s medium- to long-term growth outlook remains intact, creating a selective opportunity to rebalance portfolios toward equities while maintaining meaningful fixed-income exposure.
Our Sector wise Take
A sector-wise investment perspective during COVID-19, highlighting selective opportunities in banking, IT, pharma, and PSUs amid heightened volatility and valuation dislocations.
Navigating The Choppy Equity Markets
An assessment of Indian equity markets amid COVID-19 uncertainty, outlining market ranges, recovery expectations, asset allocation strategy, and key macro variables influencing outcomes.
Pharma & Healthcare Sector to Outperform
Pharma and healthcare are positioned to outperform, supported by rising healthcare infrastructure spending, improving pharma valuations, and structural tailwinds across domestic formulations, APIs, and US generics.