Branch2 Intelligence
WhiteOak’s Prashant Khemka stays bullish on healthcare, small NBFCs and manufacturing-led growth
Key takeaway
Prashant Khemka of WhiteOak Capital is bullish on Indian healthcare, small NBFCs, and manufacturing.
- Step 11st-order: WhiteOak's bullish call signals institutional conviction in Indian healthcare and NBFCs.
- Step 22nd-order: Capital inflows into Indian pharma and NBFCs lower their cost of capital, enabling expansion and better pricing.
- Step 33rd-order: Lower Indian pharma costs pass through to UK generic drug importers and NHS supply chains, reducing input costs for UK healthcare SMEs.
Source: CNBC TV18 (Markets)
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