Tariff fears hit pharma, but long-term story remains intact: Krishnan VR

July 10, 2025

Krishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recent RBI actions benefit fixed-rate loan providers like vehicle financiers. While IT faces sentiment-driven derating, pharma confronts tariff issues. A shift towards quality and defensive investing is anticipated as government capex moderates.

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FIIs on sidelines due to high valuations despite macro strength: Jitendra Gohil

Kotak Alternate Asset’s Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced business costs, potentially pressuring earnings despite strong macro

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Tata Motors shares down 42% from peak: Should you buy the dip in this auto major’s stock?

Tata Motors faces investor patience test as it trades at a significant discount. Technically range-bound, analysts suggest monitoring key levels for potential breakouts. JLR’s tariff

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