abhay karandikar people page on Anadi Algo News

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abhay karandikar News, Mentions & Market Context

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Bullish for companies with strong R&D in AI, biotech, and space.
Economic Times8 days ago

ISM 2.0 to catalyse investments, boost self reliance: NITI Aayog's Abhay Karandikar

The global semiconductor shortage highlighted the strategic importance of domestic capabilities. ISM 2.0 aims to capitalize on India's engineering talent to build a robust indigenous ecosystem.

Maintain a bullish bias on Indian IT and electronics manufacturing stocks with exposure to design and IP, focusing on companies with strong R&D capabilities.|Quick check: PGHL neutral (+0.3% 1d), MARUTI bearish bias (oversold).

Latest abhay karandikar Mentions

Maintain a neutral stance on the broader pharma sector based on this news; focus on individual company fundamentals and regulatory compliance.|Quick check: MARUTI bearish bias (oversold), TATAMOTORS bearish bias (oversold).
Maintain a bearish bias on Indian pharma stocks, particularly those with exposure to vaccine manufacturing, until the regulatory landscape stabilizes.|Quick check: SUNPHARMA neutral (-1.1% 1d), CIPLA bearish bias (-0.5% 1d).
Focus on quality midcap and smallcap stocks with strong earnings growth and those benefiting from import substitution themes, as liquidity is expected to improve.