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PHARMA BASKET
Call to extend duty cuts on critical inputs soonIndia is set to decide on extending customs duty relief for critical raw material imports beyond June 30. An inter-ministerial panel will r...
'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
Be stock-specific, look for bargains: Daljeet Kohli on Nifty at 24,000 and top sector picksMarket expert Daljeet Kohli advises investors to focus on quality stocks at discounted prices, rather than the Nifty's movement. He highlig...
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
Earnings season is strong, but Q1 pain is coming: Dipan MehtaMarket expert Dipan Mehta finds India's current earnings season strong. He notes that future quarters will test corporate India due to pote...
Market in consolidation phase, break above 24,600 crucial for trend shift: Gautam ShahIndian stock markets are seeing a shift. Leadership is narrowing, with energy, PSU, metals, real estate, and pharma sectors poised for grow...
Pharma exports surpass $31 billion in FY26 despite global headwindsIndian pharmaceutical exports reached over $31 billion in FY26. March saw a significant 23% drop, primarily due to a slowdown in the United...
Drugs at your door: Signs of a disruption taking shape in IndiaIndia Pharmacy Retail Quick Commerce: India's medicine delivery is seeing a change. Quick-commerce apps are making it easier to buy medicin...
Smallcaps back in favour as valuations turn attractive: Siddharth VoraSiddharth Vora has turned constructive on the market, seeing attractive valuations after a recent correction, and is increasing exposure to...
India faces 'bad or ugly' macro outcomes from West Asia crisis, says Sanjeev Prasad; but Nifty earnings may hold upIndia's stock markets are reacting to West Asia news. Sanjeev Prasad of Kotak Institutional Equities warns of significant economic impacts....
FIIs bought 120 Indian stocks in Q4 amid Rs 1.3 lakh crore exodus. What's special about them?Despite a significant Rs 1.3 lakh cr exodus in Q4, Foreign Institutional Investors selectively increased stakes in 120 Indian stocks. These...
Ceasefire calm or chaos? 50 stocks that brokerages expect to rally after Iran truceA two-week US-Iran ceasefire has sparked a relief rally in Indian equities, though its sustainability is questioned as oil prices rebound. ...
The Big Review: Markets near bottom, selective opportunities emerging for FY27HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fis...
Founder exits loom over BigBasket, 1mg as Tata Digital reset continuesBigbasket’s Hari Menon and Vipul Parekh are in the final stages of moving out amid the ongoing CEO search. Meanwhile, Prashant Tandon and G...
Will the rally in PSU and pharma baskets continue? Ashi Anand weighs in“The pain of very large corporate NPAs that they recognised over the last four-five years has now gone away and they are going through a pe...
What to buy in pharma stocks? Rahul Shah answers“Pre-Covid most of the pharma stocks rallied and the same was the case with Biocon and then it has done nothing in the last two years. So i...
Two largecap pharma stocks for long-term investors"There are good expectations from the pharma basket in the run-up to the results."
Betting on pharma? Build a basket of these stocksWe have probably seen 20% of the rerating in pharma but it will take about one, one and a half years for the entire thing to play out, says...
Wait for one more quarter before buying into Aurobindo Pharma: Harendra Kumar"The volatility in Aurobindo has not been to the investor's comfort so, they will wait for one more quarter before actually they will start...