Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges

The pharma sector is navigating US tariffs, making company-specific strengths and domestic focus crucial. The auto sector is showing strong fundamental growth, indicating a favorable environment for key players.

Look for entry points in auto stocks on minor dips, and for pharma, focus on companies with strong domestic strategies or specific product advantages.

For Indian markets, this story mainly matters for JUBILANTPHAR, PIRAMALPH, SUNPHARMA and the Pharmaceuticals, Automobiles pocket. The current signal is bullish, so traders should look for follow-through in price, volume, and sector breadth instead of reacting to the headline alone.

Watch whether the next market session confirms the setup described here: Potential benefits despite US tariffs Potential benefits despite US tariffs Also track volume confirmation, sector participation, and whether the move holds beyond the first reaction.

• •Pankaj Pandey sees limited impact on pharma growth despite US tariffs.
• •Jubilant Pharma and Piramal Pharma are identified as potential beneficiaries in the pharma sector.
• •Sun Pharma's domestic capex is highlighted as a positive development.
• •The auto sector is experiencing robust volume growth and price hikes.
• •PV and two-wheeler players like Maruti Suzuki, M&M, TVS, Eicher, and Bajaj Auto are favored.