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CHINESE PHARMA PUZZLE
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 36%If the current correction and bearish phase continue for a few more weeks, a kind of fatigue could set in on the street. At this juncture, ...- Power EPCs, financiers top bets; pharma a four-part opportunity: Sunil SubramaniamSunil Subramaniam of Sense and Simplicity outlines how to play India’s power, pharma, auto and banking themes amid market volatility. He hi...
- Don’t short this market; better days ahead post tariff resolution: Ajay BaggaIndian markets face pressure from global corrections and FPI selling. Earnings are disappointing, and valuations are high. Pharma sector ra...
- Ajay Bagga discusses China, metals, and future trends“We're near the peak of the rate hike cycle. However, central banks, having been wrong before, are hesitant to declare victory.”
- For salaried, SIPs still the best; HNIs can go for staggered deployment: Sunil Subramaniam“FII selling is generally across the board. It is not coming and selling a specific sector. They are selling India and to that extent, we b...
- Sensex scales Mt 59K: Key factors driving the marketThe clear message from yesterday's package for telecom industry and PLI scheme for autos is that the government is on fast-forward mode as ...
- UPL has emerged as prime challenger to the four global giants who control most of the agrochemicals marketIt’s an empire Darbari Seth would have loved to build for Rallis in Tatas. With its biggest acquisition, Arysta — that offers both scale an...
- Why CLSA’s Christopher Wood is betting on domestic theme in India“If oil goes to $90-100, it will create negative sentiment towards India and is a near to medium-term risk.”
- Making sense of Premier Li Keqiang’s India tour2 big issues causing tension between India and China – the unresolved border and India’s trade deficit with China, have no easy solutions.
- We can solve the Chinese pharma puzzle: C Krishna Prasad, MD, Granules PharmaIn a couple of years from now, China will be the third-largest pharmaceutical market in the world making medicines worth $40 billion.
- Markets are smart, will make discerning choices: Shankar SharmaIn an interview with ET Now, Shankar Sharma, VC & Jt. MD, First Global, talks about the housing loan scam and its likely impact on the mark...
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