PHARMACEUTICAL EXPORTS INDIA
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMC
Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India's manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 36%
Whether you are a trader or an investor, there is one thing to watch carefully in the coming days: Earnings. The reason why this is important is because the market is likely getting into sector-specific mode and there will be sectors which will outperform while others stay under pressure. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
India explores FTA full use with Norway, sets up fast-track investment system with Austria
India and Norway are enhancing cooperation in energy, maritime, and biotech sectors. Norway sees growing investment interest in India. Meanwhile, India and Austria have launched a Fast-Track Mechanism to facilitate investments and resolve issues. This initiative aims to expand bilateral trade and leverage industrial complementarities. Both nations are prioritizing sustainable development and green technologies for future collaboration.
Labour-intensive sectors see steep fall in exports in March
The fiscal year 2026 brought a mixed bag for India's exports. On one hand, engineering goods, electronics, and pharmaceuticals excelled, driving growth. On the flip side, textiles and gems were hampered by market fluctuations. Disruptions in West Asia's trade routes complicated logistics, affecting shipments significantly. Interestingly, electronics imports surged, crossing the $100 billion threshold.
Pharma exports fall to five-year low in March amid West Asia crisis
India's pharma exports saw a sharp 23.17% fall in March. The West Asia war disrupted shipping routes and air transit hubs. This led to increased freight costs and potential losses of ₹2,500-₹5,000 crore. Despite strong growth earlier in FY26, the conflict impacted crucial transit points like Dubai and Abu Dhabi. This affected the flow of vital medicines to global markets.
Corrugated box manufacturers warn of severe cost surge, call for price revision and policy support
India's corrugated box makers are in crisis. Kraft paper prices have jumped 15-20 percent. Other materials like gum and ink are up 30-40 percent. Factory running costs are also increasing. The industry faces GST refund delays, locking up vital funds.
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Seoul to Delhi, Asia’s new economic axis
South Korean President Lee Jae-myung's visit to India is a crucial moment. The two nations can build a strong strategic economic partnership. They can create a new axis of resilience in Asia. This partnership will focus on manufacturing, technology and defence. It aims to address global insecurity and fractured supply chains.
Seoul to Delhi, Asia’s new economic axis
South Korean President Lee Jae-myung's visit to India arrives at a critical juncture for global economic stability. The two Asian powers are poised to forge a strategic economic partnership, moving beyond traditional trade to co-build industrial capacity in semiconductors, green mobility, and advanced manufacturing.
India's trade gap shrinks in March, swells in FY26
India's trade deficit saw a reduction in March as the West Asia conflict disrupted trade flows. Exports and imports both declined, narrowing the monthly deficit. However, the overall trade deficit for the fiscal year widened. Despite challenges, India achieved record exports of $860 billion in FY26, showcasing resilience. Several free trade agreements are expected to boost future trade prospects.
Good time to start SIPs: ICICI Prudential AMC's Sankaran Naren explains why markets are more attractive now
Sankaran Naren explains why markets are more attractive but unlikely to deliver outsized returns and shares his macro-driven approach with Sanket Dhanorkar.
Iran conflict: Pharma supply chains may take months to recover
Experts said supply chains disrupted by the conflict will take months to stabilise, and prices of active pharmaceutical ingredients (APIs)-the raw materials that go into medicines-are expected to soften only gradually.
Ceasefire changes everything, says BofA's Amish Shah; here's what it means for your portfolio right now
The Iran-US ceasefire has allowed BofA Global Research to revise its market outlook, maintaining a Nifty year-end target of 26,200. The end of conflict is expected to lower crude oil prices, boost GDP, ease inflation, and remove the need for RBI rate hikes, benefiting rate-sensitive sectors and premium discretionary consumption.
Ahmedabad’s strategic shift: From industrial powerhouse to India’s next IT & GCC destination
India's technology sector is expanding geographically, with Ahmedabad, Gandhinagar, and GIFT City emerging as key destinations. Driven by supportive government policies and significant private investment, exemplified by Ganesh Housing's Million Minds Tech City, this corridor offers cost-efficient enterprise office space and scalable infrastructure, positioning it as a vital hub for IT and GCC growth.
RBI GDP outlook FY26: India retains FY26 GDP at 7.6%, sets FY27 growth at 6.9% as Iran war, oil risks mount
RBI GDP Growth 2026: India's economic growth forecast for FY27 is now projected to slow down. The Reserve Bank of India has maintained its FY26 growth estimate but anticipates a more subdued expansion in the following year. Rising oil prices and global geopolitical tensions are key concerns. These factors could impact inflation, currency stability, and overall economic momentum.
Crude above $100: The danger zone for Indian stocks and why the next 2 weeks are critical
India's market resilience faces a countdown as crude oil hovers above $100 a barrel. Geojit's Dr. V K Vijayakumar warns that a prolonged spike threatens inflation and GDP, with the window for a "painless" recovery closing. Investors are on high alert as geopolitical tensions simmer.
Trump pushes pharma tariffs, but exemptions limit impact
The United States has introduced tariffs on branded drug imports. However, many exemptions will limit their effect. Companies investing in US manufacturing and nations with trade agreements are exempt. This move aims to boost domestic production. Generics are not affected. Indian companies exporting branded medicines to the US will need to assess the new rules.
India seeks to step up engagement as Myanmar elects new president
Myanmar's military leader Min Aung Hlaing becomes president. India watches closely as ties are strategic. India supports Myanmar's development and conflict resolution. Dialogue is key for peace. Bilateral trade is growing, especially in pulses. Cooperation in mining is also a focus. India aims for stability and resolution through talks.
Trump's 100% tariff on patented drugs has limited impact on Indian pharma, rising protectionism a concern: Syngene MD
The recent decision by US President Donald Trump to impose a 100 per cent tariff on patented pharmaceutical imports to US is unlikely to cause immediate disruption to Indian drugmakers, as the move largely targets branded medicines while exempting generics and biosimilars, said Siddharth Mittal, MD and CEO (Designate) of Syngene International Limited.
Comm secy asks pharma sector to cut dependence on imported raw materials
India's Commerce Secretary Rajesh Agrawal has called for greater self-reliance in the pharmaceutical sector. He wants the industry to produce 80-90% of its needs domestically. This move aims to reduce dependence on imported raw materials. India is already a major global player in pharmaceuticals. The focus is now on building resilience and expanding market presence.
Work on reducing import dependence for raw materials: Commerce Secretary Rajesh Agrawal to pharma industry
Commerce Secretary Rajesh Agrawal has called on India's pharmaceutical sector to boost domestic production and reduce reliance on imported raw materials. He emphasized diversifying export markets to navigate global uncertainties. Agrawal stressed the need for India to become a global hub for quality and cost-effective medicines. The focus is on innovation and moving towards a value-driven industry.
Lalitpur Pharma Park gets export push as UPSIDA, JNPA sign pact
Uttar Pradesh State Industrial Development Authority and Jawaharlal Nehru Port Authority have partnered. This agreement aims to make the Lalitpur Pharma Park a global export hub. The collaboration will connect northern India's industrial regions to international markets. This strategic move will boost pharmaceutical exports and imports. It will also enhance logistics for manufacturers.
India’s pharma exports stay resilient amid global headwinds, near $29 billion mark
Indian pharmaceutical exports are performing strongly. Shipments neared $29 billion by February this financial year. This growth continues despite global market volatility. Formulations, biologicals, vaccines, and Ayush products are leading the surge. The sector is poised for significant expansion by 2030. India remains a vital global supplier of affordable medicines.
Feeling the heat of Iran war: Plan afoot to raise induction cooktop, utensil output
India is planning to increase the production of induction cooktops and electric cookers. This move comes as demand surges due to disruptions in cooking gas imports caused by Iran war. The government held a meeting to discuss ways to speed up manufacturing. This proactive step aims to ensure future supply chains are robust.
India largely shielded from US tariffs on patented drugs due to generic export strength: GTRI
New US tariffs on patented drugs will not significantly impact India. The country mainly exports affordable generic medicines to America. These generics are currently exempt from the tariffs. Indian firms producing specialized drugs or inputs for patented medicines may face pressure. Future uncertainty exists if tariffs extend to generics.
Key petrochemical products get 3 month import duty relief
India has waived customs duty on key petrochemical imports until June 30. This move provides relief to sectors like pharmaceuticals, chemicals, and textiles. The government aims to ensure stable domestic supplies and control prices. This exemption is a temporary measure to support industries and consumers.
A shield for India Inc: How govt is blunting the Iran war shock
West Asia crisis: In response to Iran war chaos, India has rolled out a set of targeted measures over the past few weeks aimed at cushioning these shocks without resorting to sweeping market interventions. The approach has focused on easing cash flow pressures, lowering key costs and ensuring supply continuity.
India is looking at preferential access to US market, says Piyush Goyal
Goyal met US trade representative Jamieson Greer on the sidelines of the World Trade Organisation's 14th ministerial conference (MC14) in Cameroon last week and discussed the next steps in the India-US bilateral trade agreement (BTA) negotiations.
Indian pharma sector faces supply risk amid West Asia conflict despite duty waiver
India's pharmaceutical industry faces ongoing concerns about securing essential petrochemical supplies due to the West Asia conflict. While a customs duty waiver offers some cost relief, industry experts highlight supply chain disruptions and timely movement as the primary challenges. The government's intervention aims to stabilize supply and lower input costs for critical sectors.
India allows export zones to sell locally as trade strains grow
This measure, effective from April 2026 to March 2027, aims to help exporters manage rising tariffs and supply chain disruptions caused by Middle East conflict. The policy also encourages better utilization of SEZ capacity and reduces reliance on costly imports.
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