The Indian pharmaceutical sector captured investor attention past week, with the Nifty Pharma index gaining approximately 2%, outperforming the benchmark Nifty. This positive momentum is underpinned by two significant developments in the United States that have eased concerns for Indian drug manufacturers.

Against this backdrop, Sandeep Tandon, Founder and CIO of Quant Mutual Fund, expressed strong conviction in the Indian generic pharmaceutical space, describing it as a 'no-brainer trade' and a significant overweight position in his portfolio.

The first tailwind for the sector comes from the Trump administration, which has indicated it is not actively pursuing tariffs under Section 232 on goods deemed a potential threat to national security. This has been interpreted as a relief for Ind

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