vijay M, Regarding valuations and PE of page we have discussed the topic ad nauseum on the relevant thread and I dont feel there is anything new to add from my side. If one wants to invest it is a leap of faith and people who have kept the faith have been rewarded handsomely till now. How it pans out going ahead needs to be seen.
@sunny, For SIP one needs to identify a group of stocks and keep investing over a prolonged period of time. I feel the SIP guys are best placed to handle market volatility provided they dont try to be over smart and try timing the markets.
@nikhilupai, Biosimilars are in their infancy in Indian pharma sector and will take some time to take off. Currently the exhorbitant price of these molecules cant be justified to treat chronic diseases and hence they are not taking off in a big way. But in US scenario might be different due to high level of health insurance penetration. For Indian companies to compete in the regulated US markets is going to require a big effort in terms of R&D spends. But currently with a slew of products going off patent the way to go forward I feel is to play the theme going on rather then the fear of missing something which is still some time away.
Prabhushankar, I treat most IPOs as Its probably Overpriced.. And hence would take a call after some time once it starts showing some performance. Or there is sharp dip in prices.
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