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PHARMA US TARIFFS
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
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...
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 ...
30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
Market will be volatile, look for an alternative solution: 5 large-caps from different sectors with upside potential of up to 30%A fall in crude oil prices can trigger a relief rally, which in fact it did in early trade on Thursday. But there is another reality as wel...
Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...
Additional US tariffs on Indian goods since April 2025: Here’s the full timelineThe United States imposed a series of tariffs on Indian goods starting April 2025. These duties varied, with some being reciprocal and othe...
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...
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.
Sun Pharma deal: Perception changer for Indian pharma sector? 10 pharma stocks with upside potential of up to 38%The Indian pharma sector made its initial global forays almost a quarter century ago. Companies sought out markets abroad, learnt to deal w...
Sun's strong gravity helps India Inc's pullSun Pharma has expanded its horizons by acquiring Organon, a notable New Jersey pharmaceutical firm. This strategic acquisition fortifies S...
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...
US envoy to India meets Trump, discusses 'strong future of India-US ties'US Ambassador to India, Sergio Gor, attended a White House dinner with President Trump, discussing US-India ties and global stability. Gor ...
US tariffs on metals and pharma: Which Indian stocks are safe and which aren't: Sudip BandyopadhyayIndian equity markets face policy risks from US tariffs and West Asia conflict. These issues impact metals and pharmaceutical sectors. Expe...
Trump tariffs hit patented drugs: Jefferies, Nomura explain impact on pharma stocksThe US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. S...
India largely shielded from US tariffs on patented drugs due to generic export strength: GTRINew US tariffs on patented drugs will not significantly impact India. The country mainly exports affordable generic medicines to America. T...
Pharma calls in sick after Trump’s 100% tariff threatPharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine maker...