The US Biosecure Act: A Boon for Indian CDMO Players?
​The Biosecure Act passed by the U.S. House could boost Indian CDMOs as alternative to Chinese biotechs by 2032, leading to potential growth...
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India: Stock Reclassification & Active Portfolio Management (Dec 2021)
Halfway through the review period, we take a look at stocks that could migrate across the large, mid and small cap segments. With over US$100bn of...
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Jubilant Group: Related Party Transactions and Accounting Flags
A forensic analysis of Jubilant Group (Promoter Group of Jubilant Foodworks & Jubilant Lifesciences) leads us to certain related party transactions...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Jubilant Pharma: Good Drugs, Fully-Valued Bonds
We initiate our coverage of Jubilant Pharma Ltd (1164252D IN) (JPL) which is ranked top 2-3 global pharmaceutical company in the...
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