Pharma's Defence Against Global Market Jitters—Time To Load Up?

Pharma: Still the Sector to Bet On? In a week when global markets have been rocked by fresh US tariffs, one sector has emerged relatively unscathed — pharma. On Business Today TV’s Market Today Show, Mayuresh Joshi, Head of Equity Research at William O’Neil India, explains why pharma remains a compelling bet even beyond the current global shake-up. Despite rising costs and regulatory hurdles, India remains the second-largest hub of FDA-approved facilities outside the US, offering a cost-efficient and reliable pharma export base. With US healthcare prices still under pressure and out-of-pocket spends increasing, Indian drugmakers may have a key role in global supply chains. Key insights from Mayuresh Joshi: 

Why pharma is more than just a defensive play right now? How Indian formulations & generics may benefit from tariff avoidance? The time and cost barriers to new drug production—and why that favours India Pharma’s pricing power and demand resilience in the US.  As uncertainty looms, is pharma your portfolio’s next anchor? 

Watch the full discussion with anchor Sakshi Batra and stay ahead of the curve.