Cigniti Technologies - A Special Situation Bet
Coforge's acquisition of Cigniti Technologies offers a promising Special Situation investment opportunity in the IT services sector, with a focus...
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Ipca Laboratories (IPCA IN): Stellar Domestic Performance; US Business Poised for Scaling Up
In Q2FY24, Ipca reports 10% growth in domestic formulation business and expects 12-14% growth in FY24, riding on the strength of pain management...
551 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
448 Views
MediSetter Interview: Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
4k Views
Profit from India's Rapidly Growing Biotechnology Industry
Now is a strategic time to focus on the upside potential of biotechnology companies in India, as India’s biotechnology industry is projected to...
4.8k Views