India Fund

Pharmacy To The World

One of India’s comparative advantages is its Pharmaceutical Industry. Given low production and labour costs as well as an ageing global population, increasing awareness (ongoing and heightened by COVID-19) and improving accessibility and affordability, it is expected that India’s Pharma companies will benefit. It’s not without its challenges, but with increasing R&D spending and a growing local market, they will attract greater foreign and local investment. Read our article (5-7 minutes) on the current status and our thoughts on how it could play out. We also highlight the Pharma companies we currently hold in India Avenue portfolio.
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