Daily Voice: Anil Rego cautious on US-exposed pharma stocks; warns against underestimating tariff-led global slowdown
With India supplying 45% of US generic drugs and the US being the largest pharma export market worth $8.7 billion in FY24, any escalation beyond current measures could fundamentally alter sector dynamics, said Anil Rego of Right Horizons.
With India supplying 45% of US generic drugs and the US being the largest pharma export market worth $8.7 billion in FY24, any escalation beyond current measures could fundamentally alter sector dynamics, said Anil Rego of Right Horizons.
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