A new healthcare concern, the HMPV virus, has emerged, sparking debates about its potential impact. Is it the next COVID-19 scare or just market speculation? Should you consider investing in Pharma, Diagnostics, and Hospitals? Dharmesh Kant, Head of Equity Research at Chola Securities, shares his expert analysis on the subject. According to Dharmesh Kant, the HMPV virus isn't a new phenomenon—it has existed for a while, and routine testing is already being conducted for patients with comorbidities. Government clarifications have also indicated that recent reports about HMPV cases may have been exaggerated. While the market witnessed a bump in Pharma and Diagnostics stocks, Dharmesh Kant suggests this reaction might be temporary.
For long-term investors, here are Dharmesh Kant's key insights:
1. Diagnostic Chains: Diagnostic companies like Dr. Lal PathLabs and Metropolis Healthcare may see short-term gains as testing increases, providing a new income stream.
2. Hospital Chains: The broader healthcare outlook remains strong. Dharmesh Kant is bullish on Narayana Hrudayalaya, citing robust business fundamentals beyond the HMPV virus.
3. Pharma Sector: While it's too early to expect a rally driven by HMPV concerns, the Pharma sector's consistent performance makes it a good bet for 2025.
Dharmesh’s top picks include:
-Aurobindo Pharma
-Sun Pharma
-AstraZeneca Pharma
India Will Pharma and Healthcare stocks continue to outperform in 2025? Watch the full video for detailed insights and expert recommendations!