BUSINESS
Syngene: Growth trajectory to moderate in FY26
The operating environment for the global CRDMO industry remains challenging
BUSINESS
Trade War: How should investors position for the likely Fed pivot?
Investors need to be wary of heavily tariffed countries (relative to India) as they increase the risk of dumping
BUSINESS
Reciprocal Tariffs: How will India’s markets navigate the storm?
Trump’s steep tariff hikes reshape global trade, with India finding both challenges and unexpected opportunities
BUSINESS
What do leading monsoon indicators suggest for this season?
Most forecasts indicate a low likelihood of an El Niño phase in the next three to five months, which should be good for the rural economy
BUSINESS
Fed turns cautious, but considers tariff inflation as transitory
Markets to remain volatile, but Indian investors have the opportunity to pick up growth stocks at reasonable valuations
BUSINESS
What does the resumption of US-China trade war mean for India?
The USA’s China focus should ultimately lead to the resumption of China-plus-one trade
BUSINESS
How does oil supply dynamics shape up in the new world order?
Weak consumption trend can depress oil prices as supply is poised to increase
BUSINESS
Syngene: US acquisition underlines welcome tweak in business model
Acquisition of Emergent Manufacturing Operations Baltimore LLC facility ensures proximity to one of the innovation hubs in the US, which is critical for a CRDMO player.
BUSINESS
Sun Pharma: Checkpoint acquisition strengthens speciality portfolio
In the near term, pricing pressure in generics and moderation in contribution from Revlimid is a key watch, along with potential tariff announcements by the US
BUSINESS
US 10-year yield: Trump 2.0’s favourite metric – What it means for the markets
While lower treasury yields are positive for USD/INR & Indian equities, there is a risk that if trade/investment related uncertainty extends equity markets can be negatively impacted
BUSINESS
SRF: Sequential recovery in chemicals likely to gather strength
While competition from China remains a key variable to watch, SRF represents a niche export sector player which can outperform
BUSINESS
HEG: Better positioned for the steel investment cycle in the US
The company should benefit from the structural trend of decarbonisation in the steel industry
BUSINESS
Trump Tariff – How much can it hurt Indian pharma?
The first order impact will be a slow market share gain from innovators after a generic launch
BUSINESS
Syngene: Conversion of pilot projects to long-term contracts a big positive
The company remains a strong play on the global China-switch strategy
BUSINESS
Galaxy Surfactants: Weak show signals more pain for the FMCG sector
A pickup in domestic urban consumption, end of de-stocking in general trade, and the pricing trajectory of fatty alcohol are key variables to watch for.
BUSINESS
Metal prices to melt further on Trump’s fresh tariff levy
Indian companies may face sustained profitability pressure though the extent may vary
BUSINESS
Medanta: New facilities gradually stabilising; remain constructive
Encouraged by the demand-supply gap in healthcare needs in the hinterland, the company continues to add bed capacities
BUSINESS
Divi’s Lab: Operating leverage lifts margin profile
While pricing erosion remains a challenge for generic APIs, new opportunities for generic molecules will unfold in FY26. A lot of drug developments held up during COVID-19 are now getting fast-tracked
BUSINESS
Trade war 2.0: How should investors position themselves when volatility is the only constant?
Investors should focus on sectors that have strong earnings visibility with solid policy backdrop
BUSINESS
Navin Fluorine: Ramp-up in speciality strengthens outlook
An uptick in margins was a major surprise in Q3FY25. A strong order book, the pickup in the specialty segment, and guidance for a stable margin augur well for the company
BUSINESS
Agriculture: Sowing the seeds for more reforms
The budget aims at addressing the rural unemployment issue while ensuring sustainable farming
BUSINESS
Ami Organics: CDMO business brightens growth outlook
Apart from the expected growth in the CDMO and pharma businesses, the com-pany expects an uptick in the semiconductor business in FY26.
BUSINESS
Fed rate status quo marks 'wait and watch' as Trump 2.0 begins
Overriding concern over tariffs though key rate determinants appear to be in control
BUSINESS
Dr Agarwal’s Health Care IPO: A business model with vision, but at a pricey valuation
The eye-care service provider has an impressive execution track record, aided by both organic and inorganic initiatives
