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GEOPOLITICAL ISSUES IN PHARMA
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
- Ahead of Market: 10 things that will decide stock market action on TuesdayIndian equities rallied sharply as an interim US-Iran peace framework eased geopolitical concerns and pushed oil prices lower. Improved inf...
- How Sensex, Nifty rallied 200% under PM Modi's record-breaking tenureIndian equity markets delivered strong long-term returns during Prime Minister Narendra Modi’s tenure, with the Sensex and Nifty gaining ar...
- Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
- Market wrap: Sensex rises 232 points, Nifty closes above 23,700 as rupee recovers from lifetime lowsIndian markets ended the week higher after recovering intraday volatility, with Sensex and Nifty posting modest gains amid hopes of easing ...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...
- Compliance squeeze, global scrutiny redefine India’s $30 billion pharma export playbookAs global markets prioritise quality and regulatory trust, India’s pharma sector is recalibrating beyond its traditional cost advantage.
- Sun Pharma deal structurally strong, debt the only overhang: Amit KhuranaMarket expert Amit Khurana offers insights on key corporate and regulatory developments. Sun Pharma's acquisition is seen as strategically ...
- Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
- Nimesh Chandan backs private banks, cyclicals as valuations turn attractiveIndian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC's Nimesh Chandan sees this as a chance t...
- Sun Pharma says working towards full regulatory resolution at 3 plants facing USFDA actionSun Pharma focuses on compliance across its manufacturing units. It aims for full regulatory resolution at facilities facing USFDA action. ...
- Indian Pharma exports: 'USD 10 billion opportunity up for grabs in off patent drug market by 2029'A senior official of the Pharmexcil said drugs such as Merck's Pembrolizumab (Keytruda) whose revenue were at USD 25 billion and Bristol-My...
- Ajay Bagga’s top picks for portfolio construction in this marketOverall in terms of portfolio construction, I would prefer financials as the top pick that will continue to do well, said Bagga.
- Pharma stocks that will ride out the Covid disruption well into next yearVaccines to combat the pandemic and a thrust on diagnostics are near-term drivers. An uptick in acute drugs and business as usual at hospit...
- View: Covid-19 and China are the two challenges India is struggling withIncidentally, India’s biggest pharma initial public offering capitalised on both these aspects. Last month, a Hyderabad based injectables c...
- Gland Pharma stock rallies 7%, up 47 % over issue priceThe stock was listed on November 20, and since then has ended lower in one session.
- Gland has a robust business, and some risks you need to factor inALL POSITIVES fully priced in, which leaves little on the table; Chinese ownership comes with growth opportunities and potential shocks
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