UBS Global Wealth Management’s Head of Asia Pacific Equity, Hartmut Issel, said India is well placed amid the current global tariff uncertainty. Unlike some other Asian countries, India is unlikely to face retaliation and may even benefit from the situation as global supply chains adjust, he said. “We think there is not apparently, a willingness […]
Odds of market gains in 3-5 years have just shot up, says a $2 bn fund CIO – CNBC TV18
Ravi Dharamshi, Chief Investment Officer at ValueQuest Investment Advisors, which manages over $2 billion in assets, believes the market is ‘at the beginning of the end of correction’ and now presents a strong long term buying opportunity. “From a three to five years perspective, the odds just shot up north of 90%. If you are […]
Correction in pharma sector could be a long-term buying opportunity: Elara – CNBC TV18
The Nifty Pharma Index has taken a hit, dropping nearly 2% in Friday’s trade. Over the last five days, the index has declined by approximately 4.3%, and on a year-to-date basis, it has fallen by nearly 11%. Despite this downturn, brokerage firm Elara remains optimistic about the sector, viewing the correction as an attractive buying […]
Wockhardt swings to profit in Q3, reports multifold growth in EBITDA – CNBC TV18
Wockhardt Ltd. swung to a net profit of ₹20 crore in Q3FY25, a sharp recovery from the ₹86 crore loss reported in the same period last year. Company Value Change %Change The pharmaceutical and biotechnology company, which manufactures drugs, vaccines, and other healthcare products, also posted steady revenue growth during the quarter. Revenue rose 3% […]
Mega CNBC-TV18 Poll For 2025: This is the biggest investment theme for the new year – CNBC TV18
As Indian equities close out a historic ninth consecutive year of positive returns in 2024, the focus shifts to what lies ahead for investors in 2025. With most sectoral indices, led by the Nifty Pharma, delivering positive returns in 2024, the question beckons – what will be the preferred investment theme in the new year? […]
Invesco MF CIO Taher Badshah bullish on pharma and power sectors – CNBC TV18
Taher Badshah, Chief Investment Officer at Invesco Mutual Fund, shared insights into current market trends during CNBC-TV18’s Market Townhall on Wednesday, December 18. He noted that most companies are in capex mode, reflecting robust growth trends across sectors. Badshah highlighted the small molecules segment within the pharmaceutical industry as a promising area, emphasising its long-term […]
Exclusive | Tax relief, R&D incentives top pharma sector’s Budget 2025 wishlist – CNBC TV18
The key thrust of the pharma sector’s budget wish list this year revolves around efforts to increase the quality of healthcare and promote research and development. These two categories are the broad focuses of the sector’s asks from the Finance Minister for the upcoming Budget. Company Value Change %Change Industry sources say that, “On the […]
Diwali Mahurat Trading: The two themes to watch out for, according to Ramesh Damani – CNBC TV18
Veteran investor Ramesh Damani told CNBC-TV18 that he remains positive on the digital infrastructure and pharmaceutical, or pharma, Sector, as Dalal Street entered Samvat 2081 with a strong Muhurat trading session. In an interaction with CNBC-TV18, Damani said that he plans to focus on digital public infrastructure as a key theme over the next three […]
What Emkay Investment CIO thinks about Zomato’s valuations, and the sectors he bets on – CNBC TV18
Manish Sonthalia, CIO of Emkay Investment Managers, who manages over ₹700 crore in funds, expects quick commerce player Zomato to deliver positive earnings surprises for the next three years. Sonthalia pointed out that some companies potentially set to be included in the futures and options (F&O) segment are trading at lofty valuations and could see […]
Trend in market leadership seems to be changing and it moves towards defensive plays, says Atul Suri – CNBC TV18
Even as banking remains the most important sector in India, defensive sectors like pharma and IT are giving very good opportunities and breakouts, says Atul Suri, CEO of Marathon Trends-PMS. He sees that the trend leadership is changing. While banking in the most important sector as banks and financials are termed in one breath, Suri […]