Market Outlook: Pharma Impact, IT Trends, Defence Stocks & Upcoming IPOs | Business News | ET Now　 #ETNOW

Shreyas Diwalkar, Head of Equity Access Mutual Fund, shares his market outlook: limited pharma impact from US tariff changes, global slowdown affecting IT sector valuations, sustained growth potential in defence despite high valuations, diversification benefits from strong IPO pipelines, and GST-driven festive demand boosting consumption. Experts highlight caution in IT, optimism in defence, and opportunities in mid and small caps.

#etnow #defence #itsector #pharmatariffs #stockmarket #businessnews #topnews #iponews

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