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SYSTEMATIX GROUP
Slowing rural incomes could weigh on consumer demand: Dhananjay SinhaHeadline rural wage growth in India is misleading, with underlying increases significantly lower than reported. Rising inflation, reverse m...
Biosimilars and innovation will drive Indian pharma's next growth phase: Vishal ManchandaIndia's pharmaceutical sector is pivoting beyond generics, with companies aggressively pursuing growth in biosimilars, nutraceuticals, and ...
Suzlon Energy shares jump 3%: Why brokers see up to 36% upside for ‘most investible Indian wind player’Suzlon Energy shares rose 3% after management unveiled an ambitious FY31 growth roadmap at its Investor Day. The company plans to evolve fr...
Inflation and input costs threaten earnings momentum going forward: Dhananjay SinhaIndia Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. Howeve...
IT stocks see tactical rotation as banking fatigue triggers sector shift: Dhananjay SinhaThe Indian IT sector's recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are dri...
Don't go all in right now; Systematix bets on PSU banks, IT, and defence, avoids realty and jewelleryGeopolitical tensions necessitate a disciplined, diversified investment approach, according to Systematix Group's Nikhil Khandelwal. He adv...
Semaglutide race: Torrent grabs 38% market shareOver a dozen Indian companies have launched generic versions of the GLP1 drug used for diabetes and weight management since the expiry of N...
EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comebackEmerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic ...
Pharma stocks buck market weakness as Dr Reddy's gainsPharma stocks showed strength on Thursday, defying market weakness. Dr Reddy's Laboratories saw significant gains, fueled by anticipation o...
El Niño and geopolitical tensions cloud India’s rural economy: A somber 2026 outlookIndia’s rural economy faces pressure in 2026 from a likely El Niño-driven weak monsoon and rising input costs due to US-Iran tensions. Lowe...
Semaglutide API price plunges amid GLP-1 rushGlobal demand for weight-loss drugs Ozempic and Wegovy has caused semaglutide prices to drop significantly. Manufacturing has expanded rapi...
Pharma calls in sick after Trump’s 100% tariff threatPharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine maker...
ETMarkets Smart Talk | From liquidity to earnings: Why 2026 will be a stock-picker’s market, Nikhil Khandelwal decodesIndian equities enter 2026 on a mature footing, shifting from liquidity-driven gains to an earnings-focused environment. Investors must pri...
US FDA review boosts odds for Wockhardt’s NCE success story: Vishal ManchandaWockhardt’s breakthrough respiratory drug Zaynich moves a step closer to market as the US FDA accepts it for review, boosting approval odds...
Domestic demand to drive markets as global trade momentum slows: Dhananjay SinhaIndia Inc's optimism for the second half of FY26 is tempered by muted Q2 earnings, with companies focusing on cost control. While markets a...
Expect sector rotation ahead; investors must stay nimble: Dhananjay SinhaDhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions...
Will vibrancy in domestic pharma market sustain? Vishal Manchanda answersSo I would say US has started to move on a positive trajectory. Earlier it was on a declining trajectory and a cause of concern for most co...
Downgrades drag Divi's Laboratories to 2-year lowShares of the Hyderabad-based pharmaceutical ingredient company closed at ₹3,297 apiece on the NSE. The stock touched an intraday low of ₹3...
4 sectors that will outperform over next 12 to 15 months: Vipul Sanghvi“One large sector continues to be banks and the entire BFSI space. Second, the entire industrial and capital goods basket, which is facing ...
LEAP India raises $13 mln in Series B fundingThe company plans to invest the funds to strengthen its team and enhance technology to differentiate and deliver best in class services to ...