EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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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...
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How Torrent Won the Generic Semaglutide Race?
​Torrent Pharmaceuticals dominates India's generic semaglutide market, capitalizing on early share in a growing anti-obesity market set to reach...
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Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth
​Sun Pharma to acquire Organon for $14 per share in all-cash deal, boosting innovative medicines business revenue share to 27%, up from 20% now....
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