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PHARMA EXPORTS CHALLENGES
Trade disruptions, API dependence, compliance costs: Pharma MSMEs spell out policy priorities on World MSME DayIndian pharmaceutical MSMEs are facing immense pressure from rising costs, supply chain woes, and stringent regulations. Industry represent...- Nominal GDP growth could fuel largecap recovery; pharma, auto ancillaries remain preferred bets: Shreyash DevalkarIndian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Companies are navigating geopolitical...
- 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...
- Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...
- 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...
- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
- 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...
- Govt outlines next phase of pharma growthThe government highlighted its achievements, reforms, and policy initiatives, aiming to boost exports from $31 billion to $50 billion by 20...
- Pharma exports to US seen muted this yearIndian pharma exports to the US face a subdued outlook this year. Policy uncertainties, falling generic prices, and regional conflicts are ...
- Over 60% of pharma MSMEs yet to comply with updated manufacturing normsPharma industry officials say the revised Schedule M regulations could require Rs 10-15 crore per facility in upgrades, while talent shorta...
- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj PandeyGlobal markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potential...
- Rising input costs, export slump take a toll on drug companies' healthAccording to industry executives, the modest price hike of 0.6% that the government has allowed on essential medicines effective April 1 is...
- India's trade with West Asia contracts for second straight month in April amid shipping disruptionsApril marked a downturn in India’s trade relationship with West Asia, as both exports and imports experienced a staggering reduction of mor...
- Markets choppy, inflation looming: Pashupati Advani on what should investors do nowIndian markets face ongoing turbulence, with a slowdown imminent due to inflation and supply chain issues. Foreign investors are selling of...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%We are living in times when the morning may see conciliatory exchanges between the US and Iran, leading to a cooling in crude oil prices. B...
- 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.
- Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...
- Sun Pharma: How a small Kolkata trader became a global buyout artistSun Pharma, led by Dilip Shanghvi, is poised for its largest overseas acquisition, a $12.5 billion deal for Organon & Co. This move continu...
- Pharma exports fall to five-year low in March amid West Asia crisisIndia's pharma exports saw a sharp 23.17% fall in March. The West Asia war disrupted shipping routes and air transit hubs. This led to incr...
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