Prime Podcast by PrimeInvestor Tata Mutual Fund’s Meeta Shetty on the pharma, healthcare and IT sectors
In the 21st episode of the Prime Podcast, Chandrachoodamani N V, Senior Equity Analyst at PrimeInvestor, speaks with Meeta Shetty, Fund Manager at Tata Mutual Fund, about the pharma and IT sectors. They explore growth prospects, US market dynamics, and valuations in pharma and healthcare. The conversation also covers IT sector trends, AI's impact, and value creation in domestic digital tech companies.
Key segments in the podcast
- Introduction (0:00 – 0:53)
- Is there more room for a sustained earnings growth story in the pharma space now? (0:54 – 05:18)
- How the US Biosecure act can unlock opportunities for Indian pharmaceutical companies (05:19 – 07:50)
- Are valuations excessive in the healthcare space? (07:51 - 11.10)
- What is the growth picture for IT? (11:11 – 15:49)
- GCCs, AI and impact on IT (15:50 – 21:58)
- Value creation in the domestic digital technologies and platforms (21:59 – 27:56)
- Is it a good time to add IT now? (27:57 – 31:14)
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