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.
Sadhna Broadcast: Sebi bans actor Arshad Warsi, 58 others from markets for up to 5 yrs
Sebi has barred Arshad Warsi, Maria Goretti, and 57 entities from the securities market for 1-5 years due to misleading videos promoting Sadhna Broadcast shares.