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) PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing ⁠⁠Disclosures & Disclaimers⁠⁠⁠⁠⁠⁠.