Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
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[2026 Outlook] Pharma/BiotechIdentifying Leaders Within an Outperforming Sector
In 1H25, US policy uncertainty—i.e., potential drug tariffs, the most-favored-nation (MFN) pricing proposal, and Inflation Reduction Act (IRA) drug...
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Bioventix Revisited: The Bond Proxy That Forgot Its Maturity Date
Bioventix's margins and dividends held, yet the shares fell 61%. Our 2021 bond-proxy thesis ignored that royalties mature. Why the setup has...
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APAC Healthcare Weekly (November 16) – Leads Bio, Henlius Bio, Otsuka, ABL Bio, Boryung, Eubiologics
Henlius got FDA approval for Perjeta biosimilar. Otsuka reports positive Phase 3 trial result for sibepernlimab. ABL Bio signed deal with Lilly....
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APAC Healthcare Weekly (October 19) – Hansoh, Leads Biolabs, Chugai, SanBio, Celltrion, Samsung Bio
Hansoh and Leads Biolabs bag global outlicensing deals. Chugai’s partner Lilly announced positive P3 result for orforglipron. Celltrion launched...
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