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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