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2025 Sohn Hong Kong: Vatsal Mody On India’s Value Pharmacy Leveraging Vertical Integration

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Vatsal Mody - 2025 Sohn Hong Kong Conference
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At the 2025 Sohn Hong Kong Conference, Vatsal Mody, a Partner at Arisaig Partners, shared his perspective on investing in India, noting that while the market offers high-quality companies, they are "never really cheap," a characteristic he doesn't expect to change given the quality of businesses and the growing domestic capital pool.

Multidecadal growth ahead for Pharmacy Retailers in India

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