Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Charted Insights: India’s Inflation Trajectory – What Lies Ahead in FY26? and more

In today’s briefing:

  • Charted Insights: India’s Inflation Trajectory – What Lies Ahead in FY26?
  • APAC Healthcare Weekly (Mar 23)- Kissei, Alteogen, Junshi Biosciences, Celltrion, Lunit, HLB


Charted Insights: India’s Inflation Trajectory – What Lies Ahead in FY26?

By Nimish Maheshwari

  • Inflation is poised to trend lower in FY26 due to improving food supply conditions, a benign global commodity environment, and supportive monsoon expectations, risks from climate and geopolitical uncertainties.
  • Looking ahead, the continued moderation in inflation, combined with the government’s commitment to fiscal consolidation, creates a favourable backdrop for further monetary easing.
  • A watchful policy stance and responsive fiscal-monetary coordination will be critical to sustaining the disinflation path.

APAC Healthcare Weekly (Mar 23)- Kissei, Alteogen, Junshi Biosciences, Celltrion, Lunit, HLB

By Tina Banerjee

  • Kissei Pharmaceutical initiates additional Phase III clinical trial for Rovatirelin (KPS-0373) for the treatment of spinocerebellar degeneration. Shanghai Junshi Biosciences received 11th indication approval for toripalimab in China.
  • AstraZeneca Entered into exclusive licensing agreement worth $1.35B with Alteogen to use latter’s hyaluronidase protein, ALT-B4, to develop subcutaneous versions of its “several oncology assets.”
  • Celltrion Has unveiled “Value-up Program,” whereby the company is targeting 30% revenue CAGR by 2027 to reach KRW5T revenue and 7% ROE. HLB faced another rejection from FDA for rivoceranib.

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