Diagnostics Sector - Secular Up-Cycle in Healthcare & Diagnostics
Indian Healthcare and Diagnostic Services industry is experiencing a multi-year growth phase driven by expanding chronic care requirements, rising...
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Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight
Our Portfolio outperformed MXASJ since last reshuffle & since inception, driven by KR, TW & IN. We include reasonably valued stocks with strong...
459 Views
Primer: Dr Lal PathLabs Ltd (DLPL IN) - Aug 2026
Dr. Lal PathLabs is a leading player in the Indian diagnostic industry, benefiting from strong brand equity, a vast operational network, and a...
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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Dr. Lal Pathlabs: Volume-Led Growth, Steady Margin Visibility Stays. Upgrade to BUY
Dr Lal Pathlabs (DLPL) is expected to sustain steady revenue momentum, led by (1) steady patient and sample volume growth, with strategy of no...
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