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PHARMA SECTOR CHALLENGES
Trade disruptions, API dependence, compliance costs: Pharma MSMEs spell out policy priorities on World MSME Day- Nominal GDP growth could fuel largecap recovery; pharma, auto ancillaries remain preferred bets: Shreyash Devalkar
- India's pharma supply chain remains 65 per cent dependent on China for critical inputs: NITI Aayog
- Manu Chandra's Sauce, the VC making a feast of small servingsSauce VC is set to make an estimated Rs 500-550 crore from L'Oréal's acquisition of Innovist, validating founder Manu Chandra's strategy of...20 Jun, 2026, 06.00 AM IST
- 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...19 Jun, 2026, 10.01 AM IST
- 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
- 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 ...16 Jun, 2026, 01.23 PM IST
- 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...16 Jun, 2026, 10.40 AM IST
- Light at the end of the tunnel? Gautam Shah sees Nifty eyeing 25,500, bets on smallcaps, pharma and Adani stocksIndian equities are nearing a crucial turning point, with market veteran Gautam Shah suggesting a shift in focus beyond benchmark indices. ...16 Jun, 2026, 08.01 AM IST
- Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...15 Jun, 2026, 10.58 AM IST
- Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...12 Jun, 2026, 12.36 AM 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
- 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...10 Jun, 2026, 04.42 PM IST
- 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...03 Jun, 2026, 12.32 PM IST
- ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...03 Jun, 2026, 09.28 AM IST
- 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...01 Jun, 2026, 12.25 PM IST
- AI-linked hiring in CDMO industry jumps nearly 3-fold in 2 years: ReportArtificial intelligence skill demand in India's Contract Development and Manufacturing Organisation sector is set to surge. Demand for AI s...28 May, 2026, 07.28 PM IST
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...28 May, 2026, 09.15 AM IST
- Strong revenue growth fails to shield India Inc margins in March quarterCorporate India's March 2026 quarter results showed a mixed performance. While revenues grew strongly, input cost inflation and a weaker ru...26 May, 2026, 06.17 AM IST
- Gen Z is normalising therapy at work: ReportWorkplace mental wellness use in India has surged 44% since 2023. Young employees, aged 20-25, are leading this trend, showing a significan...25 May, 2026, 12.24 PM IST
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