Pharmaceuticals: Pharma dodges first round of US tariff risk
The US government under Trump 2.0 has announced reciprocal tariffs across countries, including ~26% tariff on imports from India
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Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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Axis Top Picks for the month of April 2025
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the...
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Axis Top Picks for the month of March 2025
Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and...
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Top Conviction Ideas - “Pharmaceutical & Hospitals”
The pharmaceutical universe under our coverage reported Q3FY25 growth of 10.2% YoY and 2.3% QoQ, driven by strong growth in the India business...
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