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America's drug supply faces a serious threat from China's increasing control. A US commission warns that a quarter of generic drugs rely on Chinese ingredients. This dependency could lead to severe shortages and impact healthcare. China is also expanding its influence in innovative drug development. The US is exploring ways to reduce this reliance and bolster domestic manufacturing.
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India's Q2 earnings season showed cautious optimism with decent results despite tariff concerns. Corporate capex revival and potential rate cuts are influencing investors, while autos, healthcare, and engineering sectors present attractive opportunities. The market is currently tactical, but sustained trends in healthcare, smaller banks, and autos suggest a potential shift towards broader market strength.
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News and Media
Sundar Pichai candidly acknowledged concerns about inaccurate answers generated by Google's models.
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News and Media
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