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...
16 Jun, 2026, 11.23 PM IST
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...
16 Jun, 2026, 02.24 PM IST
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...
11 Jun, 2026, 10.31 AM IST
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...
01 Jun, 2026, 09.00 AM IST
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...
31 May, 2026, 01.34 PM IST
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...
25 May, 2026, 10.31 AM IST
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...
14 May, 2026, 03.46 PM IST
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 ...
14 May, 2026, 11.53 AM IST
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 ...
13 May, 2026, 12.49 PM IST
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...
13 May, 2026, 11.49 AM IST
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...
05 May, 2026, 12.43 AM IST
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...
30 Apr, 2026, 09.36 AM IST
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...
25 Apr, 2026, 07.41 PM IST
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...
21 Apr, 2026, 08.37 AM IST
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...
17 Apr, 2026, 09.52 AM IST
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...
17 Apr, 2026, 12.58 AM IST
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...
15 Apr, 2026, 02.27 PM IST