Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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Fortis Healthcare: "70% or Bust"
Fortis Healthcare (FORH IN) 's tie-up with Ihh Healthcare (IHH MK)Â continues to move forward with Fortis shareholders approving the transaction. In...
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Fortis Healthcare: Looking Ahead
Fortis Healthcare Ltd (FORH IN) reported unaudited Q4 and FY2018 results, disclosed the details of the Luthra & Luthra inquiry, and outlined a...
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Fortis Healthcare: Have You the Time?
Fortis Healthcare Ltd (FORH IN)'s sale/bailout process has taken an orderly form, but with a fluid timeline. That said, we think that the...
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A User's Guide To "Hostility"
Sumeet Singh , Pranav Rao , and I have discussed the bidding war for Fortis Healthcare Ltd (FORH IN) which impacts the proposed privatization of...
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