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ADITYA KHEMKA
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...- CCTV companies to sell only made-in-India products from April 1The Ministry of Electronics and IT had barred the sale of CCTV units without Standardisation Testing and Quality Certification (STQC) from ...
- Bulk Deal Buzz: Promoters offload 2% in Aditya Infotech, shares rally 7.3%Promoter Hari Khemka Business Family Trust and Dixon Technologies divested shares of Aditya Infotech (CPPLUS) worth ₹920.8 crore in bulk de...
- Aditya Khemka on US tariff threat over pharma and what to bet on thereInCred Asset Management is cautious about US-facing generic pharma companies due to potential tariff risks and single-digit earnings growth...
- US foreign aid ban hits HIV-related local drug stocksLaurus Labs slumped 11.6%, Aurobindo declined 2%, Cipla fell 1.1% and Strides dropped 5%. Other pharma shares also declined with 19 out of ...
- How will Biosecure Act impact Indian pharma companies? Aditya Khemka explainsWe own a stock here called Jubilant Pharmova. The company was given a grant from the US government to create a manufacturing facility on th...
- ‘Defensive’ pharma scales new peak as Street looks beyond high-growth playsPharma stocks have gained investor interest as the Nifty Pharma index reaches new highs. Amid economic uncertainties, defensive sectors lik...
- ETMarkets Smart Talk: July 2024 final Budget likely to be more populist, no tax changes expected: Aditya KhemkaHowever, post-election results and allocation of ministries to various candidates, it is perceived that there will be continuity in policy ...
- ETMarkets Smart Talk: There will be political stability; healthcare could turn out to be the dark horse in FY25: Aditya KhemkaGlobal investors haven't got much choice but to remain invested in India and perhaps increase allocations despite the political uncertainty.
- Rs 31,09,459 crore m-cap loss! Correction the start of a stock picker’s marketLower-than-expected BJP seats erase Nifty gains. Nifty falls by 5.93%, still trades expensively. India and Japan rally on economic growth a...
- Trend of larger, more liquid hospital stocks getting more exorbitantly priced to continue: Aditya KhemkaAditya Khemka of InCred Healthcare PMS discusses the overvaluation of hospital stocks due to liquidity chasing the asset. Liquidity is driv...
- Why Aditya Khemka avoids largecap pharma, prefers small & midcap stocks“Hospitals are a wonderful business. In fact, I do not think many people in the investing Street understand that barring FMCG, the only oth...
- For next 2-3-years, big alpha can be generated in branded generics and diagnostics: Aditya Khemka“We generally like businesses that generate cash and we have seen lack of cash generation from Western Europe and US businesses. Yes they c...
- We are seeing price and margin trends improving in API, hospitals and diagnostics: Aditya KhemkaSo therefore we feel that injectables is probably a place where there is still more competition to come and pricing will eventually normali...
- US generic business won't show any significant growth for pharma companies for next 1-2 years: Aditya KhemkaOn one hand, you have the US generic business where the raw material cost decline will obviously help the margins. But you would also have ...
- FY24 should see improvement in margins for pharma sector: Aditya KhemkaHowever, in FY24 what we believe is that the government will again allow pharma companies to take price increases anywhere in the range of ...
- Stocks that are likely to bounce on the lifting of Covid curbsAviation, hotels, multiplexes, city gas and liquor stocks could be the biggest gainers
- Pharma is relatively better placed, says Aditya Khemka of DSP Mutual FundPharma sector funds are topping the return charts. Many investors are wondering whether it is a temporary phenomenon due to the pandemic.
- Pick pharma stocks that have strong domestic businesses: Aditya KhemkaThere is a lot of room to improve pharma companies’ RoEs, says Fund Manager of DSP Healthcare Fund.
- FMCG, retail sectors upbeat over poll verdictHard-pressed for cash, the domestic retail industry expects the UPA, which is very likely to form the next government, to boldly open up th...
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