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India’s food inflation story gets worrisome
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
- India’s Food Inflation Gets Worrisome
We’ll cover:
- Why food inflation jumped despite relatively stable headline inflation, and how rising prices of vegetables, pulses, cooking oil and other staples are affecting households.
- How the weak monsoon, lower reservoir levels and El Niño are threatening agricultural output and food supplies.
- How rising global energy and fertiliser prices are adding to the pressure, and what to watch in the coming months to understand India's food inflation outlook.
- Healthy Sales, But Ailing Profits for Pharma Companies
We’ll cover:
- Why Sun Pharma, Torrent Pharma and Zydus Lifesciences are seeing strong sales but facing pressure on profitability.
- How the JB Pharma acquisition, Organon deal and upcoming saroglitazar launch are shaping their growth strategies.
- How competition in generic drugs, semaglutide pricing and changing US and Indian drug-pricing regulations could affect future profits.
Audio Timestamps
00:04 Intro
00:57 Can India tame food inflation?
16:11 The profit puzzle in Indian pharma
29:49 Tidbits
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Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
