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PHARMA ANALYSES
ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...- AI-linked hiring in CDMO industry jumps nearly 3-fold in 2 years: ReportArtificial intelligence skill demand in India's Contract Development and Manufacturing Organisation sector is set to surge. Demand for AI s...
- Nifty IT bottoming out? Anand James on the expiry outlook, pharma profit-booking, and 2 stocks to buy this weekGeojit Investments’ Anand James expects Nifty to attempt a range breakout above 23,700 during the monthly expiry week. He highlighted early...
- 'Fear of trolling stopping Indians from trying': UPSC mentor sparks debate after Saurabh Dwivedi's Kartavya Netflix debut goes viralJournalist Saurabh Dwivedi's acting debut in Netflix's 'Kartavya' sparked online mockery, igniting a debate on India's culture of online ri...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsAs far as India is concerned, the biggest pain point from the US-Iran war in the Gulf region has been the spike in the prices of not only o...
- War, oil price hikes, and risks: Time to still be contrarian? 5 small-caps from different sectors with upside potential of up to 25%Small-cap investing is not just about finding stocks that can rise faster than the market, which is the assumption with which most investor...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsThe markets should be in a happy frame of mind till the time the current ceasefire in the Gulf region holds. Not many may like us using the...
- US tariffs on metals and pharma: Which Indian stocks are safe and which aren't: Sudip BandyopadhyayIndian equity markets face policy risks from US tariffs and West Asia conflict. These issues impact metals and pharmaceutical sectors. Expe...
- Sensex drops 300 points, Nifty below 22,650 as Trump's threats to Iran push oil above $110/barrelIndian stock market got off to a negative start after US President Donald Trump's increased threats towards Iran. Consequently, oil prices ...
- Boom or bust? Analysts reveal what lies ahead for India Inc in FY27 amid Iran warIndian businesses brace for 2026-27 with geopolitical tensions and AI reshaping industries. While core sectors show stability, policy shift...
- Tariff delay sparks relief rally in Indian pharma stocks: Sudip BandyopadhyaySudip Bandyopadhyay of Inditrade Capital discusses the positive outlook for the Indian pharma sector following the easing of tariff concern...
- Pharma dodges Trump tariffs in first round but 3 scenarios are likely to haunt future prospectsIndia's pharmaceutical sector avoids immediate impact from newly declared tariffs on over 60 countries. However, HDFC Securities estimates ...
- Mr Market is becoming boring, whipsaw correction under wayThe market is likely to take its own sweet time till May to correct.
- As going gets tough, pharma firms revisit past decisionsCompanies have rationalised field force and restructured product portfolio to up productivity.
- Pharma headwinds here to stay, tread with cautionSeven pharma cos' managements say pricing pressure and tightening regulatory noose worrisome in near term, but long-term outlook's healthy.
- Look at Lupin, Sun Pharma or Torrent Pharma: Avinnash GorakssakarIn a chat with ET Now, Avinnash Gorakssakar, Precision Investment, says the two-wheeler market will underperform for a couple of quarters
- Indian pharma cos doing very well in regulated markets: Daljeet Singh Kohli, IndiaNiveshThere are issues which we keep on hearing from USFDA, issues related to sites etc. In the last few years, we have seen a lot of patents get...
- Dishman Pharma might take a lot of time in regaining investor confidence: Pankaj Pandey, ICICI DirectFor the past five or six quarters, Dishman Pharma management has not been able to deliver in terms of what they have been setting expectati...
- Blogs provide window to pharmaceutical industry in IndiaDiscussions are posted by bloggers on ayurveda, biogenerics, combination drugs, patents, HIV as well as individual pharma cos. Scripting In...
- Bilcare to provide clinical research servicesBilcare, a pharma-packaging-to-clinical supplies manufacturing company, is positioning itself as a global provider of clinical research man...
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