INDIAN PHARMA SECTOR
Indian Pharma exports: 'USD 10 billion opportunity up for grabs in off patent drug market by 2029'
A senior official of the Pharmexcil said drugs such as Merck's Pembrolizumab (Keytruda) whose revenue were at USD 25 billion and Bristol-Myers Squibb's Eliquis (Apixaban)-USD 12 billion, among others would be off-patented in the next few years.
Outperformance of private sector banks may continue for next one year: Sandip Sabharwal
The smaller pharma companies I find it tough to evaluate, so many of them can potentially do well but I do not have the bandwidth to go molecule by molecule and evaluate those companies. But I think Sun Pharma is a decent business model, so we are just holding it for the long term.
Is it a good time to buy travel related stocks? Daljeet Singh Kohli answers
But to assume or extrapolate that this similar kind of execution and similar kind of order book will stay for next three-five years which the stock prices are saying, I think that will be too much of expectation.
Kotak Alternate Asset Managers invests Rs 1,445 cr to help Matrix Pharma execute acquisition
Kotak Alternate Asset Managers Ltd invested Rs 1,445 crore in Matrix Pharma for acquiring Vaitris' API business, making Matrix the 2nd largest Indian API player with global leadership in ARV APIs.
Anshul Saigal on sectors where investors can deploy fresh money
You could find opportunities in banking space in the 5 to 10 times price to earnings rate. I would not call that expensive by any measure. So, there are reasonable opportunities in the market to take advantage of.
Are fears and panic around PSUs overblown? Sandip Sabharwal answers
Ideally, they should not be able to because like you rightly said, it is more commoditised. In fact, you look at the reason why did HDFC merge into HDFC Bank, because they realised that the margins are going to get squeezed and if they do not have a low-cost deposit franchise which supports the margin squeeze, that will become tougher.So, many of these housing finance companies sustain higher margins to develop financing, loan against property, etc, which are higher margin, but then also carry higher risk.
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There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal
Consumer stocks are under-owned at this point of time. They have not given any returns for the last four-five years, leave aside something like a Godrej Consumer or a Tata Consumer which have been outliers and some stocks like Titan and all which have their own dynamics.
Mankind Pharma scouts for M&A deals to boost local branded biz
Mankind Pharma, the fourth-largest pharmaceutical company in India, led by Rajeev Juneja, is seeking mergers, acquisitions, and in-licensing deals to enhance its branded formulation business.
Fundamental tailwinds are a stronger play than volatile markets? 5 Indian pharma stocks with upside potential of up to 31 %
There is no doubt that the market is going through a volatile phase and bears are once again telling the street to never write them off. Will this correction continue even longer ? It would probably be clear by the end of the day as the election result finally gets settled. Instead of focusing on how much nifty or bank nifty or any other index is down or up, focus on the fact that whether the sector or company is doing well and will it do well in future because the fundamental operating matrix of that sector has changed for better. Because volatile phases come and go, changes in the operating matrix don't happen every day. Pharmaceutical is one sector where there is a fundamental change taking place and it has happened after 8 to 10 years of restructuring and painful readjustment. So, it would be worthwhile to have them on watchlist and if the market remains volatile then it is a sector which probably has a higher probability of outperforming.
Investors should start looking at value stocks with long-term perspective: Porinju Veliyath
We all were knowing, discussing in the last many-many months, we can just feel now it has come, whatever is the reason, so that correction is happening and I think it will be a healthy correction.
Use this adversity to buy high quality companies at discounts: Nilesh Shah
Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will emerge to be the risk off trades or will emerge to be the defensive plays and it is quite possible that you will see some kind of recalibration, tweaking of allocations, sectoral allocations and it is quite possible that you will see some money move from the favoured lot to basically this lot.
Stay invested irrespective of election outcome: Ravi Dharamshi
I do not think budget is likely to be a big event. I think there are a lot of fears about capital gains tax. So, from that perspective I think the agenda of the government is pretty well known. With a three years’ perspective I do not think there is going to be any major change in the budget.
Rural consumption and exports should do well in next 5 years: Ravi Dharamshi
Honestly if you want to make money from a five years perspective, go where nobody is looking and consumption which includes discretionary as well as non-discretionary consumption and rural consumption and exports are two areas which I think should continue to do well.
India remains best market for long term alpha generation: Vikas Pershad
In some areas we were taking some profits. Defence was one of them. And we were adding to some of our other holdings, some in hospitals, healthcare broadly defined. Sanjiv mentioned a good point about IT services. There has not been a broad-based recovery in earnings in that sector yet. But I think investors are making a mistake by overlooking that sector.
Another 1000-point rally on the cards for Nifty post election results: Gautam Shah
I do believe that there is going to be continuity to this rally as well and a possibility of add up of about 1000 points on the Nifty is quite possible.
Energy, manufacturing & infra to remain bedrock of India's bull market: Nilesh Shah
It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probably think that is only the start, be it defence, be it space, be it many of the other areas.
Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers
If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper at this point of time because if the strength of the mandate is as strong as what it reflects, then I think there will be continuity, there will be strong economic growth over the next few years.
Expect more and more FII inflows into market in coming years: Porinju Veliyath
Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.
They just happen to be listed in India, what matters to them is global developments: 5 stocks from two sectors with upside scope of up to 29%
In the last month of volatility, there are some sectors which have shown a streak of out performance. They haven't fallen as much as nifty and have been able to keep their head above the water even on the worst of days. The reason, their bottom lines are more correlated to what is happening in the country or the continent in which they have exposure both in terms of sales and in some cases in manufacturing. So, one way to take global exposure is to have a look at these companies, also it is a sort of diversification in terms of exposure to the underlying economy. Because they are operating at a global level, their balance sheets are good and in some cases, they have been able to enter amongst the top companies of the world in their sector.
What strategy should traders use ahead of poll results? Rohit Srivastava explains
On a one-day basis, the market would go the other way if the numbers are not meeting expectations and so till the actual numbers really come out, markets would remain jittery, that is the main point.
India has a great story going for it; market levels very sustainable: Prateek Agrawal
We believe over the next month or so as that market tapers off, that bit of selling and the confusion that you see there would also subside.
Is it right time to take some chips off the table on Zomato? Sandip Sabharwal answers
So, at that time I thought it was a time to get cautious. So, the stock has just fallen from 190 to 180 after that and any increase in competition in a segment where as it is the existing players are making losses will be a negative development.
Auto sector to remain an outperformer for next 2 years: Harsha Upadhyaya
However, if you look at the next four trading sessions, they are quite eventful. Tomorrow is expiry. Day after tomorrow is a deadline for MSCI rebalancing. We have exit poll results coming in before the market starts on Monday and then we have the election outcome coming the next day.
New plant of Sun Pharma inaugurated in Bangladesh
Indian pharmaceutical company, Sun Pharma, inaugurated a new plant in Bangladesh, strengthening economic ties and promoting collaboration in the pharmaceutical sector, including joint R&D efforts.
Set up system for reporting adverse events: Regulator to medical device companies
The government mandates companies to carry out post-market surveillance (PMS) of medical devices with an aim to ensure the safety and performance of the devices.
AI adoption in key Indian sectors touches 48% in FY24
A Teamlease Digital study revealed high AI adoption in pharma and healthcare (52%), followed by FMCG and retail (43%). Manufacturing (28%) lagged behind, while infrastructure & transport (20-22%) and media & entertainment (10-12%) saw the least adoption.
China willing to help Indian firms to cater to its market demand: Envoy Xu Feihong
China's new envoy to India, Xu Feihong, has stated that the Chinese market is open to all countries, including India. He emphasized that Beijing understands India's concerns over its burgeoning trade deficit and is willing to help Indian companies tap into the Chinese market. The trade deficit reached USD 101 billion in 2022, crossing the $100 billion mark. Xu reiterated that China understands India's concerns and is not seeking a trade surplus.
India reverses old trend in medical consumables business, is now a net exporter
Till now, foreign-sourced goods used to dominate the medical consumables and disposables market in the country. In the fiscal year 2022-23, India was finally able to reverse that old trend, having sold more than it bought.
The penicillin war: India's journey from self-sufficiency to dependence on China
After India lost its dominance in making penicillin, a drought of three decades is coming to an end. The drug – which forms the base for a raft of extremely potent antibiotics – is part of the govt’s aggressive push for self-sufficiency in critical areas. Will the plan to claw back to the glorious past work?
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