As the results for the Oct-Dec quarter are unveiled, insights from management commentaries across various sectors provide valuable indicators of the Indian economy’s health. Businesses serve as the backbone of the economy, and their performance reflects the overall economic landscape. By examining key sectors and their respective performances, we aim to share a comprehensive overview … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … Read more
In the ever-evolving landscape of pharmaceuticals, where precision, safety, and trust are non-negotiable, blockchain technology emerges as the beacon of a revolutionary transformation. Beyond its cryptocurrency origins, blockchain is poised to redefine lifescience businesses, reshaping processes from the laboratory to the global supply chain. As per a Gartner report, blockchain’s business value in the pharmaceutical … Read more
There was a time when having MNC stock was a must have in one’s portfolio. They reason, they were very liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands, they had seen a secular growth, which meant they were also able to … Read more
Sun Pharmaceutical Industries Limited has moved to the Madras High Court with a plea to quash a 1998 Government Order (G.O.) through which not only the 73.06 acre Vedanthangal Lake but also all places within the 5km radius around it were declared a bird sanctuary. Chief Justice S.V. Gangapurwala and Justice P.D. Audikesavalu on Monday … Read more
ET Intelligence Group: If the diktat of the National Medical Commission (NMC) mandating doctors to prescribe only generic drugs indeed gets implemented, drug marketing in India is likely to witness five major changes.1. Companies with not-so-strong brands are likely to face the heat.Mid-sized pharma companies having brands that are not in top-ten in their therapies … Read more
“We expect yesterday’s underperformers to be winners of tomorrow, i.e. IT and Pharma. The valuations are very attractive from a long-term investment perspective despite short-term risks to earnings,” says Kedar Kadam, Director – Listed Investments at Waterfield Advisors. In an interview with ETMarkets, Kadam said: “We like Capital goods, Cement, Speciality chemicals, Auto ancillaries and … Read more
Abhishek Basumallick, Chief Investment Adviser, Intelsense Capital, says “the problem with IT, especially IT services, is that until and unless there is very clear visibility of growth in the US market, the buyers or the clients do not tend to go and start giving new projects. They have always been cautious in giving out new … Read more
Suven Pharmaceuticals Limited is a company that is primarily engaged in providing services to global life science and fine chemical, including custom synthesis, process research and development, scale up and contract manufacturing of intermediates, active pharmaceutical ingredients (APIs) and formulations. Synopsis Pharma as a sector has been under pressure for a very long time. However, … Read more
Ahemdabad: When a team of experts from the National Forensic Sciences University (NFSU) checked the logs of the ransomware files at a city hospital after a cyberattack, they were surprised – the execution of the file, which took place at 2am, had been sitting pretty in the system since March! “The latest attack was found … Read more