Health Care Sector: Investing in the healthcare sector will earn hefty, Nilesh Shah of Kotak AMC told the reason – Kotak Amc MD Nilesh Shah Says Health Care Sector Looks Attractive for Long Term Investment

Indian stock markets showed a tremendous boom on 23 May. On May 22, the market returned to Raunak the next day in the markets to be closed with a major decline. Before the afternoon, the Sensex rose more than 1 percent i.e. 865 points to 81,811 points. The Nifty was also at a threshold of 25,000 with a rise of 1.08 per cent. This major ups and downs in markets confused investors. Moneycontrol interacted with Kotak AMC MD Nilesh Shah to remove this confusion. Along with the further move of the market, he also asked which shares or sectors can be earned.

Conditions in India look better

Nilesh shah Said that in the coming quarters, there will be improvement in the earnings of companies. There are indications of improvement in rural areas. RBI has reduced interest rates. The liquidity has increased in the system. Oil prices have been limited. This can lead to 11–13 percent of the earnings growth in FY26. As far as the market ahead is concerned, it is difficult to tell it properly. Further market moves will depend on flask, valuations and sentiments. America and other countries are doing trade deals among themselves. It will have to wait a little to know how it will affect the market.

Risk-recorded in largecap stocks

Shah said that the conditions in India are looking better. Inflation is under control. Data are indicating better health of the economy. Interest rates are low. However, the value of midcap and smallcap stocks is still looking more. The valuation of largecap stocks is at a slight premium. However, on the risk of the risk-secure, largecap stocks look better. Earnings may appear in the first quarter of this financial year on low base.

Also read: SEBI: 1 billion dollar profit in a few seconds, what will be revealed by SEBI investigation?

Chance of Wealth Creation in Healthcare Sector

The MD of Kotak AMC said that the Indian Healthcare sector is showing a long -term structural appearance. There has been a big change in the healthcare sector in India in the last decade. There has been a major change in the fields of generic drug manufacturing, contract service providers (CDMO), hospitals and diagnostics. In this growth, people have a big hand for increasing ability to spend, increasing reach of people and adventies in medical technology. India is emerging as Global Pharma Player. Healthcare (hospitals) companies are also expected to grow fast growth. These companies are increasing their capacity in terms of beds.