May add pharma, hospitals stocks as we go forward: Dhananjay Sinha

Dhananjay Sinha of Systematix Group notes US tariffs impact on pharma. A correction is seen in US-exposed companies. Tariff investigation outcome is expected soon. Companies might shift tariff costs to product prices. Analysts are watching Sun Pharma, Orchid, Ajanta, and Cipla. SBI numbers show margin pressure and flat net interest income. Asset quality looks okay.