EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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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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India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
605 Views
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...
679 Views
India: Results Tomorrow, But Will Exit Polls for Assembly Elections Make the Markets More Nervous?
While the Exit Polls have a mixed record and their findings especially in very close contests could be completely different vs. final results, the...
396 Views