Shuchi Nahar's Weekend Blog!

Art of investing by - Sajal Kapoor SHUCHI.P.NAHAR Twitter Handle: @shuchi_nahar   Background Sajal Kapoor is into the operational risk and regulatory compliance industry and within that industry, he has been working across domains from banking to healthcare to investment forms.  Over the last 20- 25 years and that has been highly rewarding and productive because, That gave him the opportunity to look at the world from a risk and compliance point of view. Experience that he got from the industry, experience working through banks and healthcare firms, consultancies, and investment firms gave him a sort of a different perspective, and somewhere in the background starting around the mid-90s this hunger and drive to know more about this animal called Mr. market and that started emerging.  It has been a very long and rewarding journey it has had its own sort of ups and downs like any investor goes through and but those ups and downs are like the tuition fee that you pay and you...

Pharma Outlook by the sector veteran Aditya Khemka Twitter Handle: @shuchi_nahar Pharma business is divided into two models: Domestic  Export  Domestic Model This model is typically like an FMCG business. In domestic markets, those pharma companies that have branding power will have a good pricing power among other competitors. In pharma, doctors are the main customer of the product and the patient is just a consumer. The patient is going to follow what the doctor suggests and he will prefer only those drugs that will be suggested by a doctor, he won't switch to a generic drug if he is not getting the brand prescribed to him. Export Model  This model is basically like a steel business. A demand curve is almost always downward-sloping, reflecting the willingness of consumers to purchase more of the commodity at lower price levels. The pharma demand curve is going to be straight, so the question here is what will determine the price? The answer is simple, supply will determ...