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PHARMA VETERAN
Why Rakesh Jhunjhunwala bought Titan shares when everyone else was selling? Raamdeo Agrawal explainsRaamdeo Agrawal recalls Rakesh Jhunjhunwala’s exceptional ability to spot undervalued stocks and build long-term wealth, highlighting his f...- India's defence export boom could hit ₹65,000 crore by 2030; pvt sector startups the real play: Sunil SubramaniamIndia's defence exports are poised to surpass government targets, reaching ₹60,000-65,000 crore by 2030, according to market expert Sunil S...
- 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. ...
- 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...
- 'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...
- Pharma in her DNA, Wockhardt scion ready for deep dive in the USZahabiya Khorakiwala is leading Wockhardt's US business and the launch of its new antibiotic, Zaynich. This drug targets resistant bacteria...
- 'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
- IAIRO appoints AvenuesAI's CMD Vishal Mehta as Technical AdvisorThe Indian AI Research Organisation (IAIRO), a fast-rising institution at the centre of India's sovereign artificial intelligence ambitions...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- Pharma seen as safe bet amid currency volatility, says Ambareesh BaligaMarket veteran Ambareesh Baliga suggests pharmaceutical stocks offer a safe haven amidst currency volatility and cautious foreign investor ...
- As US reboots psychedelics from counterculture to R&D, Indian pharma must take the leadThe United States is accelerating research into psychedelic drugs for mental illness. This shift prompts India to re-evaluate its own drug ...
- Earnings season is strong, but Q1 pain is coming: Dipan MehtaMarket expert Dipan Mehta finds India's current earnings season strong. He notes that future quarters will test corporate India due to pote...
- Overhaul of drug regulator begins with recruitment plan for 1,500 specialistsIndia's pharmaceutical landscape is on the verge of transformation! The country’s drug regulatory body is gearing up for an overhaul with t...
- Rupee at 95, crude at $120+: Why India's markets are flying blind into a stormMarket expert Sudip Bandyopadhyay warns Indian markets face significant risks. High oil prices and a potential monsoon deficit are major co...
- Koye Pharma next on Warburg's health playGlobal private equity fund Warburg Pincus is nearing a deal to buy Koye Pharma. The Mumbai-based drugmaker focuses on women's health, respi...
- Novo Nordisk hires US pharma veteran as Trump pricing pressure mountsNovo Nordisk has appointed Greg Miley, a U.S. pharmaceutical executive, as its new global head of corporate affairs. This move comes as the...
- Kirti Ganorkar: Why the veteran insider is the right dose for Sun PharmaKirti Ganorkar, a long-time Sun Pharma veteran, will take over as Managing Director from September 1, succeeding founder Dilip Shanghvi, wh...
- Long & Short of Markets: ITC revival, pharma headwinds & Shankar Sharma’s contra playsRead more on the current bull market’s outlook, revival in ITC share price, pharma stocks’ headwinds, Shankar Sharma’s contrarian play and ...
- Pharma veterans spot an opportunity in FDA MessThe consultancy offers to help Indian companies that have got entangled in manufacturing quality issues with the FDA over the past few year...
- Pharma juniors give veterans a run for their moneyThe pharma industry has turned the old maxim, ‘wisdom comes with age’, on its head.
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