President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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Aequitas: Manipal Hospitals Pre-IPO - The Negatives - Growth Mostly Via Acquisitons
Manipal Health Enterprises (MHEL) is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the not-so-positive...
312 Views
Aequitas: Manipal Hospitals Pre-IPO - The Positives - Strong Earnings Growth
Manipal Health (MHEL) is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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