Sandip Sabharwal Analysis On Pharma Tariffs, Autos, IPO Rush | Understanding Tariff & Sector Impact　 #ETNOW

Markets are adjusting to fresh tariff announcements from the U.S., including 100% on branded pharma imports. Analysts discuss the selective impact, highlighting companies like Sun Pharma, Biocon, and the CDMO sector. Auto stocks like Maruti, M&M, Bajaj Auto show promise amid rupee depreciation. Bharat Forge and kitchen building material stocks could feel pressure. Meanwhile, an IPO rush adds further market complexity, diverting liquidity from secondary markets.

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