To be honest, I don’t understand the complexities in pharma sector w.r.t their products, R&D and valuations since every medicine is having a different purpose, different margin and different lifecycle. And I don’t invest if I don’t have atleast the basic understanding of the business. But I prefer the healthcare (hospitals) sector but the valuations doesn’t look cheap now.
However, I would be more than happy to learn from you all here.
Regarding green energy theme, YES, I am very bullish on this theme. I believe the demand in this sector will keep on increasing irrespective of government, climate, economic conditions or any other macro conditions. World is moving towards and investing heavily in circular economy and renewable theme. And my conviction further increases as I am a avid nature lover! Cheers!!
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