India Generic Drugs: US Antitrust Inquiry Widens
The US government's antitrust investigation of the generic drug industry has been quiet for more than a year and has resurfaced with a...
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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...
622 Views
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...
559 Views
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...
438 Views
India: After Maruti Suzuki and Reliance Industries, Will Larsen & Toubro Outperform the Markets Now?
It has been a struggle to find money making ideas in Indian large cap spaceIndian markets have done well in CY17 with BSE SENSEX delivering...
280 Views