A new US tariff on branded pharmaceuticals has sparked concerns for Indian drugmakers, particularly regarding branded generics and CDMOs. Market expert Sandip Sabharwal favors auto stocks like Maruti and M&M, anticipating benefits from rupee depreciation. He also cautions against the current IPO rush, deeming valuations too high and preferring to remain on the sidelines.Read More

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President Trump’s imposition of 100% tariffs on branded drugs has shaken Indian pharma companies, impacting stocks like Sun Pharma, Cipla, and Dr. Reddy’s. With significant US revenue exposure, firms face potential earnings hits, especially if tariffs expand to complex generics. Companies with US manufacturing plants may find some mitigation, but uncertainty looms over the future...Read More

Nazara Technologies shares appeared to fall 75% on September 26 due to a simultaneous 1:2 stock split and 1:1 bonus issue. Each share effectively converted into four, lowering the price proportionally while keeping overall investment value unchanged and boosting liquidity for investors.Read More

Indian government bond yields experienced a slight increase as markets anticipated new debt supply. The auction results are expected to influence market sentiment for the second half of the fiscal year, with traders closely monitoring the upcoming debt supply calendar and state borrowing schedules. The Reserve Bank of India’s monetary policy decision on October 1...Read More

GK Energy shares climbed 6.6% to ₹175.95, taking total IPO listing gains to nearly 15% after debuting at an 11.8% premium.Read More

Foreign investors continued their selling spree of Japanese equities for the second consecutive week, totaling 1.75 trillion yen, driven by profit-taking after a record-setting rally. This trend contributes to a potential 11th straight year of net outflows in September. Meanwhile, Japanese investors increased their holdings of foreign long-term bonds, marking the fourth consecutive week of...Read More

Jinkushal Industries’ Rs 116.15-crore IPO saw strong investor demand, being fully subscribed on its first day. Retail and NII categories showed robust interest, while QIB interest was muted initially. The IPO, priced at Rs 115-121, has a grey market premium of Rs 20, indicating positive sentiment.Read More

U.S. markets are navigating a complex landscape of new tariffs, a thriving AI sector, and revised economic data, creating investor uncertainty. Peter Cardillo suggests the announced pharmaceutical tariffs are a negotiation tactic, while AI continues to attract significant investment. He cautions against overemphasizing strong GDP figures, citing unusual trade flows, and highlights inflation as a...Read More

Tata Motors shares rose on September 26 as Jaguar Land Rover (JLR) began a phased restart after a cyberattack halted production for nearly a month. Operations, IT systems, and logistics are being restored, aiming to clear backlogs and stabilise revenue impact.Read More