Aequitas: Manipal Hospitals Pre-IPO - The Negatives - Growth Mostly Via Acquisitons
Manipal Health Enterprises (MHEL) is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the not-so-positive...
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Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth
Manipal Health (MHEL) is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector
​India's medical tourism sector is facing a significant decline in patient volumes from West Asia due to the Iran-Israel-US conflict, impacting...
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Profit from India's Rapidly Growing Biotechnology Industry
Now is a strategic time to focus on the upside potential of biotechnology companies in India, as India’s biotechnology industry is projected to...
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India's Budgets: 2006-2015. Key Charts, and Key questions
In continuation of my work of detailed work on India Budget for last ten years, this piece through simple charts puts in perspective: Â 2014 Actual...
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