29 Sep 2025 | 5 Mins Read

Investors still buying Indian pharma in Trump-era

Flipitmoney

Domestic MFs remain overweight on Indian pharmaceutical stocks despite US tariffs, convinced of their scale, resilience, and global competitiveness. Fund managers like Sailesh Raj Bhan and Shreyash Devalkar view pharma as a structural growth story, with India as a pharmacy to the world. They see valuations as attractive, with room for selective opportunities, despite near-term market volatility.