Pharmaceutical Sector: Sequentially Flattish Quarter Expected
4QFY22 is expected to be a flattish quarter for most Pharma companies in our coverage universe. We expect a few companies to benefit from the US...
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Smartkarma Originals
Smartkarma Originals: APAC Healthcare Series - Top Picks Are Poised for Multi-Year Growth
APAC healthcare is among the world’s fastest growing markets, thereby gaining importance from investors. We have highlighted 4 APAC healthcare...
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India: Confidence Returns Among EM Active Managers
Global EM managers strengthen India exposure during the recent market turbulence. Ownership increases across Energy and Consumer Discretionary,...
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NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries
We analyzed NIFTY's consensus for May 2026 and highlighted changes of EPS in Bharti Airtel, Oil & Natural Gas, Grasim Industries, State Bank of...
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Para IV Winners and Losers - October 2018
This month’s Para IV developments suggest that there can be benefit for Amneal Pharmaceuticals Inc (AMRX US) in Xyren and Faslodex, Wockhardt Ltd...
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