Follow live updates from Zerodha co-founder Nikhil Kamath's session — on China vs India, building global brands from India, market reform, AI, and his philosophy on wealth and freedom.
Kamath said he is able to buy quality banks, IT services and pharma companies at 11-13 times earnings. "Barring COVID, I can't remember another time where I've had opportunities like that," he said.
Sai Life is well placed to benefit from the shift toward outsourcing in small molecules, given its integrated capabilities across discovery, development and manufacturing and strong process chemistry expertise, believes the brokerage.
