India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
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Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025. The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...
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India Generic Drugs: Antitrust Suit Could Cost Billions
This Insight builds on our previous Insight, India Generic Drugs: US Antitrust Inquiry Widens by discussing estimated potential liabilities and...
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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