Pharma Stocks Outlook: Can Domestic Growth Offset Trump Tariff Risks? Expert Explains The Strategy

Pharma stocks remain in focus despite renewed concerns over potential US tariff threats on generic drug exports. While global uncertainty persists, Prateek Nigudkar, Senior Fund Manager, Shriram AMC, believes the domestic pharma story remains strong. He prefers companies with a strong presence in India’s growing healthcare segments, including cardiac care, ophthalmology, and dermatology. According to Nigudkar, healthy earnings and robust domestic demand continue to support the sector, though investors should stay mindful of valuations and book profits where appropriate. Watch the full discussion for his outlook on pharma stocks and investment strategy.