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Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
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...
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 ...
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...
Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
Why market rose today? Sensex rises 790 points, Nifty closes near 23,700. 5 key drivers behind surgeIndian stock markets are experiencing a significant rally. The BSE Sensex and Nifty 50 indices have climbed over 1 percent each. This surge...
Roche Pharma launches India’s first 7-minute injectable immunotherapy for lung cancerRoche Pharma has introduced Tecentriq, India's first under-the-skin immunotherapy for lung cancer. This new injection takes about seven min...
Specialty chemicals: Is China still the same threat, or is this a contrarian moment? 7 stocks to be brought back on the watchlistWhen it comes to the Indian speciality chemicals sector, China and its dumping matters. But there have been subtle but significant changes ...
Chinese medicines bring relief to India’s cancer patientsIndia’s cancer treatment landscape is seeing a shift as lower-cost immunotherapy drugs developed in China and marketed through Indian partn...
Govt has eased FDI norms for foreign cos having small Chinese/Hong Kong stake: An explainerIndia has eased Foreign Direct Investment rules for companies with up to ten percent Chinese or Hong Kong shareholding. These firms can now...
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...
Chinese business hired lobbying firm with ties to Donald Trump Jr, then scored a win in WashingtonA U.S. startup's bid to remove a Chinese investor from its board was rejected by a national security watchdog. A lobbying firm connected to...
Cipla, Natco Pharma, Hetero Labs among Indian firms chosen to supply key generic drugs in ChinaIndian firms Hetero Labs Limited, Cipla Ltd, Annora Pharma Private Limited and Natco Pharma won the bids conducted by the Chinese health mi...
Gland says not heard from its promoter Fosun about the potential saleThe debt-laden Chinese conglomerate Fosun controlled by billionaire entrepreneur Guo Guangchang has been looking to sell non-core assets, t...
ED directs Gland Pharma to transfer Ramalinga Raju family's 6 mn shares to escrow account"There is no risk in terms of Ramalinga Raju's shares, because they invested in the company (Gland Pharma) in the late 90s. And then they o...
74% Chinese-owned Hyderabad pharma firm files for IPOThe fresh issue and the offer for sale together is expected to take the IPO size to around Rs 3,000 crore.
No Chinese supply threat for drug companies, but scaling Great Wall is tough“The concerns over supply of Chinese raw material proved to be ill-founded,” Nilesh Gupta, managing director of Lupin, told ET.
China's war on healthcare costs lures India's biggest drugmakerShanghvi believes market watchers are underestimating the potential in China for India’s largest drugmaker.
Shut Chinese companies hit desi pharma playersThe shakeup in Chinese factories in the wake of environmental concerns is sending shivers down the spine of the domestic drug industry, wit...
After Gland, Chinese pharma giant Fosun eyes API maker SymbiotecSymbiotec has been an acquisition target for other drug makers and PE players after the Indore-based company was put up for sale.