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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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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GEM Fund Positioning: Â Indian Healthcare - Condition Worsening
We analyse the stock allocations of 124 global emerging market equity long only funds from 2011 to today. All Funds are actively managed and the...
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Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)
AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...
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Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain
Juniper Green Energy is looking to raise around US$350m in its upcoming India IPO. In this note, we look at the firm’s past performance.
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