Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
667 Views
Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
360 Views
Para IV Winners and Losers - September 2018
This month’s Para IV developments suggest that there is likely to be benefit to Teva Pharmaceutical Sp Adr (TEVA US) on Vesicare, Soolantra and...
588 Views
Para IV Winners and Losers - July 2018
This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, Dr. Reddy'S Laboratories (DRRD IN) & Amneal...
470 Views
Entero Healthcare: New Titan of Pharma Distribution
Entero Healthcare's dual-value model targets high-margin MedTech segment, aiming for INR 1,000 crore revenue with positive cash flow expected in...
389 Views