Скачать с ютуб Can India Build A Stronger Pharma Industry? Key Factors To Watch | Govindraj Ethiraj | The Core в хорошем качестве

Can India Build A Stronger Pharma Industry? Key Factors To Watch | Govindraj Ethiraj | The Core

On Episode 528 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer (CIO) at Q India UK (affiliate of Quantum Advisors India) as well as Vikash Agarwalla, Managing Director and Partner at Boston Consulting Group (BCG). (00:00) Stories of the Day (01:00) The US is headed into recession and India into recovery (03:36) Why India stands to pull in more FII flows (14:21) Inflation could go below 4% (17:27) Oil prices continue to hold around $70 (17:58) Don’t ask for Tax Cuts, we will bring down your logistics costs, says India’s transport minister (20:01) A new pharma research and manufacturing sector is opening up in India and can grow if we get it right Time To Decouple Again: The US is heading into a recession, while India is on a recovery path. The second part is debatable, but the first has been signaled by President Trump, who hinted at an economic downturn as part of a "transition." His focus is shifting from Wall Street to Main Street, affecting market sentiments. Wall Street has reacted, losing all gains since November 2024. Stocks, especially tech, have taken a hit—Tesla has seen a record seven-week losing streak, closing at $270.48. The S&P 500 fell 3.1% last week, its worst since September, while the Dow and Nasdaq dropped 2.4% and 3.5%, respectively. Indian markets also saw volatility. The BSE Sensex fell 217 points to 74,115, while NSE Nifty 50 dropped 92 points to 22,460. The MidCap index declined 1.5%, and SmallCap tumbled over 2%. FIIs have been selling consistently, raising concerns about global fund flows. We reached out to Arvind Chari, CIO at Q India UK, to discuss FII selling trends. Consumer Inflation Maybe Low: India's February CPI inflation may have dropped below 4% for the first time in six months, driven by lower food prices. A Reuters poll estimates 3.98% inflation, down from 4.31% in January. Crisil’s Roti Rice Rate (RRR) Report shows a 1% decline in vegetarian meal costs due to falling tomato prices (down 28%) and LPG costs (down 11%). However, onion (up 11%), potato (up 16%), and vegetable oil (up 18%) remain high. Economists predict vegetable price rises will slow, but a warmer summer may push inflation up. Bank of America warns of heatwaves affecting crops, and former Agri Secretary Siraj Hussain notes wheat, chana, and mustard yields are stable but could be impacted by rising temperatures. Oil Prices: Oil remains steady amid concerns over US tariffs and OPEC+ supply increases. Brent crude fell 11 cents to $70.25/barrel. WTI saw a seventh straight weekly loss, its longest since 2023. Don’t Ask For Tax Cuts: Union Minister Nitin Gadkari urged industries to stop seeking tax cuts, stressing the need for welfare funding. Instead, he promised to cut logistics costs from 14-16% to 9% in two years, making India globally competitive. Thermal Coal Imports Drop: India’s thermal coal imports declined for the sixth straight month in February, the longest such streak since 2022. The drop is linked to muted manufacturing activity and slower coal-fired power generation. India’s Pharma Research Boom: India’s Contract Research, Development & Manufacturing Organization (CRDMO) sector is set to grow from $3-3.5 billion today to $22-25 billion by 2035, per Boston Consulting Group (BCG). The surge is driven by global pharma realignments, biologics demand & India’s cost efficiencies. BCG highlights India’s strength in small molecule manufacturing and emerging potential in biologics, Antibody Drug Conjugates (ADCs), gene therapies, and RNA therapeutics. However, regulatory challenges persist. We spoke to Vikash Agarwalla, MD & Partner at BCG’s healthcare practice, to discuss CRDMO’s distinction from generics and its future potential. Thanks for tuning in to The Core Report! If you found this discussion on India’s Pharma Industry insightful, hit like, comment, and subscribe for more on India’s economy, pharma growth, and global markets. Stay updated on key trends—turn on notifications! See you in the next episode. #IndiaEconomy #PharmaIndustry #GlobalMarkets #Investing #Manufacturing Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-Survey The Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements. For more of our coverage check out thecore.in (https://www.thecore.in/) Support the Core Report (https://tinyurl.com/Support-the-Core-...) Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...) Follow Us on [Social Media Platform] for More Updates!: Twitter (  / the_core_in  ) Instagram (  / the.core.in  ) Facebook (  / thecore.biz  ) Linkedin (  / thecore-in  ) Youtube (   / @thecore_in  )