Sudip Bandyopadhyay of Inditrade Capital discusses the positive outlook for the Indian pharma sector following the easing of tariff concerns. He highlights Sun Pharma’s promising developments and Glenmark’s landmark R&D deal. Bandyopadhyay also notes the expected price hike in the steel industry due to increased global demand, while emphasizing company-specific uncertainties like JSW Steel’s Bhushan Steel strategy.
Wait for dust to settle before taking fresh bets, says Maulik Patel
Geopolitical tensions and market swings prompt caution for investors. Maulik Patel of Equirus Securities advises patience, suggesting a wait-and-watch approach. He notes current crises differ