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Peter Cardillo analyzes Trump s tariff threats, particularly regarding pharmaceuticals, deeming 250% tariffs infeasible and unsustainable, viewing them as negotiation tactics. He also discusses potential agreements between the U.S., India, and Russia concerning energy, anticipating a balanced approach. Despite tariff-induced market volatility, Cardillo believes strong market fundamentals will ultimately prevail.

Rate-sensitive stocks fell on Wednesday after the RBI kept the repo rate unchanged at 5.5% and maintained its neutral stance, signaling stable growth and easing inflation. The Bank Nifty slipped 0.2%, while the Nifty Realty index dropped 2.3%. Broader financials also weakened, with PSU banks, financial services, and NBFC-focused indices all ending lower post-policy announcement.

Wegovy-maker Novo Nordisk said on Wednesday it will sharpen its commercial focus and reduce costs, after a major profit warning and new CEO announcement last week wiped some $95 billion of value from the company s stock.

Dividend-seeking investors have a busy day as August 6 is the last trading session to buy shares of companies declaring payouts with a record date of August 7. Notable names include Avanti Feeds, PI Industries, and DISA India, offering hefty dividends. Realty, financials, and other dividend-yielding stocks may see heightened activity ahead of the cut-off.

Indosol Solar Pvt Ltd, a Solar PV manufacturer and a wholly owned subsidiary of Shirdi Sai Electricals Ltd, is planning to go for an Initial Public Offering (IPO) next financial year after the company s ongoing 1 GW line in Andhra Pradesh is commissioned.

Arvind Sanger of Geosphere Capital Management discusses Trump s tariff plans. These plans include potential hikes on pharmaceutical imports and Indian goods. China may have leverage due to rare earth elements and Trump s desire for a meeting with Xi Jinping. India lacks a similar advantage. Sanger also addresses concerns about consistent FII selling and the need for domestic growth initiatives.

Gland Pharma shares surged after strong Q1 results and positive commentary from brokerages citing a turnaround at its European unit Cenexi. EBITDA margins expanded to 24.4%, and net profit rose 50% YoY. Despite weak U.S. sales, growth in Europe and new launches supported the outlook. Brokerages raised earnings estimates and targets, expecting further gains as Cenexi scales profitability.

Samir Arora of Helios Capital sees potential in firms altering consumer habits. He cites Paytm and Zomato as examples of companies transforming transactions and logistics. Arora highlights the growth potential of such ventures. He notes that financials and banks will likely grow. He believes new profit pools will emerge from companies changing consumer and corporate behavior.

Shares of Reliance Infrastructure and Reliance Power have tumbled up to 19% over the past six trading sessions amid an ongoing investigation into an alleged Rs 17,000 crore loan fraud involving the Anil Ambani-led companies.

Trump’s escalating pharma and chip tariff plans aim to boost U.S. manufacturing and reshape global supply chains.