The China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across various sectors. In pharma, both traditional and CDMO segments show opportunities. The industrial sector grows more attractive as interest rates drop and currency stabilizes. The strategy also provides a competitive edge to Indian exporters facing Chinese competition.
IT sector may remain range-bound amid global uncertainty: Amnish Aggarwal
Amnish Aggarwal of Prabhudas Lilladher suggests a positive outlook for the Indian market due to tax cuts, increased capital expenditure, and favorable monsoon forecasts. While
April 17, 2025