India's CDMO industry set for global shift as pharma diversifies beyond China: Sai Life SciencesIndian contract manufacturers are poised for significant growth as global pharmaceutical giants diversify away from China. Companies like S...
25 Jun, 2026, 02.09 PM IST
Tech-Led global selloff, Fed rate fears weigh on Indian equitiesIndian stock markets experienced their sharpest single-day drop in nearly a month, mirroring a global tech sell-off. The Nifty 50 and BSE S...
24 Jun, 2026, 05.45 AM IST
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...
24 Jun, 2026, 01.03 AM IST
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...
23 Jun, 2026, 04.33 PM IST
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 ...
23 Jun, 2026, 12.05 PM IST
$200 billion export opportunity for India to BRICS by 2030: ASSOCHAMIndia's exports to BRICS nations are projected to surge to USD 200 billion by 2030. This ambitious target represents a significant increase...
18 Jun, 2026, 07.49 PM IST
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...
16 Jun, 2026, 11.23 PM IST
Indian pharma leaving generics era behind, but the Street hasn't caught up yet: Nandan KulkarniIndian pharma is shifting from generics to innovation. This transformation, extending to 2035, is creating significant new opportunities. C...
16 Jun, 2026, 02.24 PM IST
Why did stock market rally today? Sensex jumps 736 points, Nifty closes above 23,850. 5 key factors behind bull runIndian equities surged nearly 1% as bulls charged through Dalal Street, driven by an Iran-US peace framework and sliding oil prices. The Se...
15 Jun, 2026, 03.46 PM IST
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...
13 Jun, 2026, 12.27 PM IST
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
12 Jun, 2026, 12.36 AM IST
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
11 Jun, 2026, 10.31 AM IST
Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
10 Jun, 2026, 02.14 PM IST
Stock picks of the week; 5 stocks with consistent score improvement and upside potential of up to 25%Even in normal times it is futile to try and guess the outcome of most global events. But in the New World Order, it makes no sense at all ...
08 Jun, 2026, 02.25 PM IST
Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
01 Jun, 2026, 09.00 AM IST
More macro headwinds on the cards? Tackle them with core principles: 6 pharma stocks with upside potential of up to 28%There was a time when the Indian pharma story in the US was almost entirely about inspection risk. The US FDA would inspect a plant, a warn...
31 May, 2026, 01.34 PM IST
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
25 May, 2026, 10.31 AM IST