INDIAN PHARMA STOCKS OUTLOOK
India Inc plans to hire in December quarter, but at a slower pace
Indian employers are showing a slightly tempered hiring outlook for the October-December quarter at 40%, a decrease from the previous quarter but a significant increase year-on-year. Expansion, tech advancements, and new ventures drive hiring, with energy, utilities, and finance sectors leading. Talent acquisition and work-life balance are key challenges and retention strategies for employers.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
No sector mispriced, market remains efficient despite global uncertainty
India’s consumption story is gaining momentum after GST cuts, with automakers, insurers, and FMCG firms set to benefit. Expert Mark Matthews highlights IT as undervalued, despite global uncertainties and tariff risks from the U.S. He believes India’s resilience and strategic positioning could support equities through consumption-driven growth and export sector recovery.
Midcaps outperform as key indices await fresh momentum; Tata Motors, Havells among top trading bets
Market sentiment stays cautiously optimistic with Nifty showing resilience despite sluggish moves. Analysts expect a gradual rise towards 25,000, while midcaps, Tata Motors, and Havells are emerging as strong trading opportunities amid bullish technical signals.
Pharma stocks: Moving from ‘What if’ to ‘Maybe not’. 8 pharma stocks, 3 with upside potential above 22%; others not so high, but…
There are two ways to look at the hope which the street is reflecting when it comes to a possible India-US tariff deal. One, it will bring down the tariffs (raised recently) on a number of products. Two, it removes the fear hanging over some companies and sectors that they may be put on the tariff list if the situation is not resolved. Now, which is the sector where the fear of a possible tariff hike is most palpable? The answer is pharma. The reason it has not been tariffed by President Trump is that any additional duty will mean higher medicine costs in the US. And it will lead to higher inflation. But then you don't know what he might do. So, there is an element of “what if” at the moment, and getting that removed is good enough.
FIIs cautious despite GST boost as earnings hold the key; 5 stocks to bet on now: Pramod Amthe
Despite a GST rate cut lifting sentiment, FIIs remain cautious on Indian equities, says InCred Capital’s Pramod Amthe, stressing earnings as the key trigger. He sees opportunities in autos, financials, and consumer discretionary, with high-conviction picks like Maruti, Bajaj Auto, Bajaj Finance, Shriram Transport, and TCPL Packaging.
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GST clarity and valuation levels could spur FII comeback: Chakri Lokapriya
Indian equity markets show cautious optimism amid global and domestic triggers. Chakri Lokapriya highlights falling INR, FII selling, and tariff uncertainty but points to fair valuations at 19–20x FY27 earnings. He stresses GST reforms as a structural positive that could drive earnings upgrades, boost demand, and attract fresh FII inflows.
Top Nifty50 stocks analysts suggest buying in this volatile week
Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
US stock market prediction: S&P 500, Dow Jones, Nasdaq outlook for Monday is out. What to know?
US stock market indexes S&P 500, Dow Jones, Nasdaq outlook for the upcoming Monday, September 8 is out.
Stock picks of the week: 6 stocks with consistent score improvement and return potential of up to 35% in 1 year
For the next few months, before you take any buy-sell decision on the stock market, ask yourself this question. How is the Nifty’s movement impacting the bottom line of a company whose stock you are planning to buy-sell? The answer will help you avoid making wrong decisions. Now, why is there a high probability of making a wrong decision? Simple: News flows and statements from the US administration will create confusion in the short term. So, check out the stock you are targeting carefully.
Trump’s tariff rhetoric sets backdrop for India’s pharma confidence at iPHEX 2025
Alongside the exhibition, the Global Regulatory Conclave, held with CDSCO and Pharmexcil, spotlights reliance practices, pharmacopoeia convergence, and regulatory pathways to reinforce India’s standing in global pharma.
Stock Market Holiday: Are BSE, NSE open or closed today for Eid-e-Milad 2025?
Share Market Holiday: Indian stock exchanges will remain open today, September 5, for trading despite Milad-Un-Nabi, although it's a settlement holiday, deferring fund and securities transactions to the next working day. Equity markets have five remaining trading holidays in 2025. The markets experienced marginal gains, with broader indices underperforming, and analysts anticipate Nifty to consolidate between 24,400-25,000.
Anand Tandon warns tariffs may weigh on growth, stays bearish on consumption
Metal stocks like Tata Steel and Hindalco are performing well. This is due to tariff protection and supply issues in China. The tourism sector is also in focus because of GST changes. TBO Tek is gaining attention after acquisitions. However, analyst Anand Tandon is cautious. He believes tariffs could negatively impact India's economic growth. He expects a slowdown in consumption.
Diwali bonanza from GST panel! Market may rally further on resolution on tariff front, says Julius Baer’s Rupen Rajguru
Following the GST Council meeting, Julius Baer's Rupen Rajguru anticipates a potential market rally driven by tax cuts and tariff resolutions. He suggests that Indian equities, currently underperforming, could see a turnaround. Rajguru favors consumption-related sectors like autos and low-ticket discretionary items, while remaining neutral on IT and optimistic about pharma, particularly hospitals and CDMOs.
Metal stocks surge as CLSA predicts recovery amid China's steel capacity cuts
Metal stocks saw gains on Wednesday. CLSA suggests the sector's downturn might be ending. China's planned steel capacity reduction could boost Indian metal companies' profits. Tata Steel and Jindal Steel experienced significant surges. Analysts predict further upsides for metal stocks. The Nifty Metal Index outperformed the benchmark Nifty. Experts highlight potential for sustained rally with demand recovery.
US stock market: Dow Jones falls, S&P 500, Nasdaq gain. Check top performing stocks
Google parent Alphabet and Apple made big gains as S&P 500, Dow Jones, Nasdaq look ahead to key US jobs data later in the week.
Ahead of Market: 10 things that will decide stock market action on Thursday
Indian markets closed higher on Wednesday, led by banking and metal stocks, with Nifty at 24,715 and Sensex at 80,567. Investors await GST Council updates that could impact consumption-led sectors, while technical indicators show cautious near-term market momentum and potential support-resistance levels.
GST push, lower rates could power consumption despite tariff shock: Vikas Khemani
Despite tariff concerns, market veteran Vikas Khemani remains bullish on India’s growth story, citing GST rationalisation and falling interest rates as key consumption drivers. He warns investors against chasing hype-driven valuations, urging focus on fundamentals and long-term opportunities.
Anlon Healthcare IPO GMP: Will healthy subscription lead to a strong listing tomorrow?
Anlon Healthcare, a Gujarat-based API and pharma intermediates manufacturer, will debut on the stock exchanges on Wednesday after its Rs 121 crore IPO was subscribed nearly 7 times. Despite strong fundamentals and capacity expansion plans, the grey market premium suggests muted listing gains. Analysts remain optimistic about its long-term growth potential amid rising demand and the “China + 1” supply shift.
Market in a phase of consolidation; 3 major domestic-centric themes to watch: Devang Mehta
Indian markets are consolidating after a volatile year, but Spark Private Wealth’s Devang Mehta sees opportunity in adversity. He highlights GST clarity, strong domestic inflows, and three key themes—capex cycle, consumption, and financials—as drivers for long-term investors despite near-term global uncertainties.
Indian local funds’ stock buying nears record as foreigners exit
Indian institutions are close to a record in stock purchases this year. This cushions the market as foreign funds sell. Local investors have bought over $59 billion in equities. Foreigners have withdrawn $14 billion in 2025. Retail participation drives most inflows. Investors are moving from traditional savings to equity funds. Local institutions' ownership hit a record high.
India, UAE discuss pharma, local currency settlement system
India and the UAE recently engaged in discussions. They focused on strengthening ties in renewable energy and digital infrastructure. Both nations want better trade data sharing. This will improve monitoring under their trade agreement. They also reviewed progress under the India-UAE CEPA. The aim is to reach $100 billion in non-oil trade by 2030.
Pharma sector: Reasons to look at it beyond the tariff exemption. 7 pharma stocks with an upside potential of up to 43%
Along with semiconductors, electronics and IT, pharma is another sector exempt from the Trump tariffs. Still, as the broader indices declined after the imposition of two rounds of tariffs, with the latest of 25% kicking in on August 27, pharma stocks have also seen drops over the past month. Now, is this an opportunity, given that the sector is exempt? Perhaps. Because, one does not know what President Trump may do in the future. But the pharma sector merits a closer look for reasons other than being exempt from tariffs. For, in the last 20 years, companies in this sector, because of some inherent advantages, have been able to deliver. And going forward, there is a high probability that these tailwinds will increase.
Ahead of Market: 10 things that will decide D-St action on Monday
Indian markets ended lower for a third consecutive session on Friday, dragged by Reliance Industries and concerns over steep U.S. tariffs. The Sensex fell 271 points and Nifty lost 74 points. Weak global cues, bearish technical signals, and cautious sentiment weighed on trading. Heavy turnover was seen in stocks like Ola Electric and RIL, while broader market breadth remained negative.
Sunil Singhania cautions on IT, bets on financials, pharma and capex revival
Abakkus founder Sunil Singhania cautioned against IT services due to slowing growth and high valuations, while highlighting selective opportunities in banking, pharma, metals, and capital goods as recent corrections improve sector attractiveness.
Valuations frothy, but growth still worth paying for: Amish Shah
Amish Shah tells ET Now that while Indian market valuations look frothy, growth visibility still commands a premium. He stays bullish on defence, shipbuilding, power transformers, hospitals, and quick commerce, while advising caution on cement, e-commerce, and global pharma amid slowing capex and smidcap underperformance.
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