Indian pharmaceutical stocks took a hit as Trump’s threat of imposing tariffs on pharma imports spooked investors. Despite India’s strong presence in the US generics market, potential tariffs may increase costs for US consumers and create supply chain challenges.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary
June 13, 2025