Whalesbook
US se ek chilling report aa rahi hai bhaiyo aur behno! Financial Times ne bataya hai ki US ki sarkar kuch imported medicines par 100% tak ke tariffs laga sakti hai. Ye move un companies ko target karega jo US mein manufacturing nahi karti, matlab pharma companies ke paas ya toh cost badhane ka option hoga ya phir US shift karne ka.
Is khabar se Indian pharma sector mein bhagda mach gaya. Market mein zabardast selling pressure dikha aur Nifty Pharma Index seedha 3% neeche gir gaya. Bade players bhi isse nahi bache. Sun Pharmaceutical Industries ka share 4% tak gira, Cipla 2.14% neeche aa gaya, aur Apollo Hospitals bhi 2.02% down raha. Iske alawa, Wockhardt 2.17%, Narayana Hrudayalaya 2.16%, Laurus Labs 2.16%, Entero Healthcare Solutions 2.14%, Concord Biotech 2.13%, Dishman Carbogen Amcis 1.99%, Ajanta Pharma 1.91%, Gufic BioSciences 1.89%, FDC 1.89%, aur Shilpa Medicare 1.88% bhi gire.
Ye tariffs kaise lagayi jayengi, iski uncertainty ne investors ki chinta badha di hai. Pharma companies jo US ko bahut export karti hain, unke liye ye badi mushkil ho sakti hai. Dekhna hoga ki US sarkar is par kya final decision leti hai aur kya companies ko koi exemption milti hai ya nahi. Abhi ke liye toh market mein thoda dar ka mahol hai.