“Emphatically bullish on the Indian pharma sector, believing it is at the start of a multi-decade run and on the cusp of a generational re-rating, similar to its position 20 years ago. He highlights Sun Pharma's acquisition of Organon as a game-changer, and finds Aurobindo Pharma attractive on valuations with clearing regulatory headwinds, while Mankind Pharma remains a high-conviction pick.”

Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%