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PHARMA EXPORTS TO CHINA
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...
$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...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsFrom a macro perspective, it is clearly a good time to be bullish. But as valuations remain high in parts of the market despite the recent ...
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...
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...
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...
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...
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...
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...
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...
Sensex surges over 800 points to cross 75,400; Nifty above 23,650 despite weak rupeeIn a recent turn of fortunes, Indian stock markets experienced a notable rise for the second consecutive day. On Thursday, both the Sensex ...
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 ...
Containing war impact on growth, current account: PMO stitching up plan to boost foreign fund flowOfficials at both the finance ministry and Niti Aayog are identifying economic opportunities presented by the Iran conflict, as well as gau...
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...
Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
Startups, not the only game in townIndia faces a job creation challenge as millions enter the workforce. The nation needs to support entrepreneurship in key sectors like infr...
Bain Capital sole contender for Vitabiotics buyBain Capital has emerged as the frontrunner to acquire Vitabiotics, as rival bidders TPG Capital and EQT exit the process, potentially lowe...
Labour-intensive sectors see steep fall in exports in MarchThe fiscal year 2026 brought a mixed bag for India's exports. On one hand, engineering goods, electronics, and pharmaceuticals excelled, dr...
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...
India's 30-year economic model is over; time to pivot from IT to manufacturing: Saurabh MukherjeaSaurabh Mukherjea believes India's long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impact...