Whalesbook
Sun Pharmaceutical Industries ne US-based Organon & Co. ko $11.75 billion mein kharidne ka final decision le liya hai, yeh deal cash mein hogi aur isme debt bhi include hai. Yeh Sun Pharma ki aaj tak ki sabse badi acquisition hai aur isse unki global presence aur mazboot hogi.
Is blockbuster news ka asar seedha Indian equity markets par dikha. Aaj subah hi S&P BSE Sensex 523.17 points badhkar 77,187.38 par aa gaya, aur NSE Nifty50 bhi 158.35 points jump karke 24,056.30 par pahunch gaya. Pharma aur healthcare stocks toh ekdum se chamak uthe.
Par bhaiyo aur behno, ab thoda serious note par aate hain. Geojit Investments ke Head of Research, Vinod Nair, keh rahe hain ki global geopolitical tensions aur rising crude oil prices India ke liye thoda risk factor hain. Yeh short-term mein market ko affect kar sakte hain.
Aur ek aur cheez jo sabko dikh rahi hai, woh hai AI trade ka boom. Global investors ka sara dhyan ab AI par hai. Nvidia jaise companies $5 trillion valuation cross kar chuki hain, aur iski wajah se South Korea aur Taiwan jaise AI hubs mein paisa ja raha hai, kabhi kabhi India jaise emerging markets ko chod kar.
Nair ka kehna hai ki yeh AI ka hype shayad hamesha na rahe aur agar is trade mein koi shift aaya toh global investment flows mein bhi bada change aa sakta hai. Toh investors ko geopolitical developments par close nazar rakhni chahiye. Haan, external pressures ke bawajood, India ki domestic growth toh strong hai hi.