Zerodha co-founder Nithin Kamath has raised intriguing questions about the broader economic and behavioral impacts of weight-loss drugs like Mounjaro, recently launched in India. While these drugs, originally developed for diabetes management, have shown significant weight loss benefits, Kamath suggests they could influence various aspects of society. He speculates that widespread use might lead to reduced consumption of food, alcohol, and tobacco, potentially affecting industries such as FMCG, healthcare, and insurance. Furthermore, Kamath posits that these changes could extend to financial markets, possibly leading to more rational trading behaviors. However, he emphasizes the need for further research to fully understand the long-term effects of these medications.
