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PHARMA COST INCREASE
Trade disruptions, API dependence, compliance costs: Pharma MSMEs spell out policy priorities on World MSME DayIndian pharmaceutical MSMEs are facing immense pressure from rising costs, supply chain woes, and stringent regulations. Industry represent...
Nominal GDP growth could fuel largecap recovery; pharma, auto ancillaries remain preferred bets: Shreyash DevalkarIndian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Companies are navigating geopolitical...
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
NITI Aayog proposes pharma chapter for future FTAs, urges India to move up value chainNiti Aayog proposes a blueprint for free trade agreements to boost regulatory predictability in India's pharmaceutical sector. The think ta...
India's pharma supply chain remains 65 per cent dependent on China for critical inputs: NITI AayogIndia's pharmaceutical sector, despite being the "pharmacy of the world," faces significant reliance on China for raw materials, with nearl...
Healthium Medtech CEO Anish Bafna steps down, moves to non-executive chairman roleHealthium Medtech's CEO Anish Bafna is transitioning to non-executive chairman as KKR-owned company seeks a new chief within a month. Bafna...
ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...
Aurobindo Pharma US gets FTC nod for $250 million acquisition of Lannett CompanyAurobindo Pharma's US arm has secured Federal Trade Commission approval for its $250 million acquisition of Lannett Company. This strategic...
Manu Chandra's Sauce, the VC making a feast of small servingsSauce VC is set to make an estimated Rs 500-550 crore from L'Oréal's acquisition of Innovist, validating founder Manu Chandra's strategy of...
Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...
Sensex rises 254 points, Nifty closes above 24,150; IndiGo, Trent among top gainersIndian stock markets closed higher on Thursday, with Sensex and Nifty extending gains for a fifth consecutive session. Despite a hawkish US...
How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
AI in Hungary could unlock productivity gains of €15 billion: McKinseyMcKinsey projects AI could boost Hungary's productivity by €15 billion by 2030, helping close the gap with European neighbours. However, la...
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
The hidden cost of looking better: What health insurance covers, and what it leaves you to payRising demand for weight-loss drugs, cosmetic procedures and wellness treatments is creating a growing out-of-pocket healthcare expense cat...
Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
India's productivity gap with China widens despite strong GDP growth; manufacturing leap still missing: ReportIndia's labour productivity gap with China has widened significantly since 2000, despite strong economic growth. The country has yet to ach...
India's weight-loss drug boom raises questions over healthcare prioritiesIndia's market for cheaper anti-obesity drugs has surged tenfold. While demand is high, especially among those with diabetes, concerns abou...
Quant Small Cap Fund raises stake in Adani Enterprises and 8 others, trims in Aurobindo Pharma and 4 moreQuant Small Cap Fund increased exposure to Adani Enterprises and eight other stocks in May while reducing holdings in Aurobindo Pharma and ...