Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.</li>
<li>Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.</li>
<li>Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.</li>
</ul>


Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.
Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.
Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.


APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Independent Economist, Forecaster and Strategist

Thomas Lam

Macroeconomics

<ul>
<li>Central banks in Developed Markets and Emerging Markets are either cutting, maintaining or hiking their respective policy rates</li>
<li>I introduce an improved Monetary Diffusion Indicator of Normal policy (MDIN) to encapsulate the dispersion of central bank policy globally</li>
<li>The MDIN, which goes back more than five decades and captures roughly 90% of central banks globally in GDP-terms, slipped to 21 in October</li>
</ul>


Central banks in Developed Markets and Emerging Markets are either cutting, maintaining or hiking their respective policy rates
I introduce an improved Monetary Diffusion Indicator of Normal policy (MDIN) to encapsulate the dispersion of central bank policy globally
The MDIN, which goes back more than five decades and captures roughly 90% of central banks globally in GDP-terms, slipped to 21 in October


Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.</li>
<li>As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.</li>
<li>Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. </li>
</ul>


India’s power sector faced T&amp;D losses averaging 20% between FY11 and FY19, while the ideal range is 6-8%. This is one of the biggest opportunity in Power sector.
As per the National Smart Grid Mission, the central government aims to install 25 crore smart meters by the end of 2025.
Detailed analysis includes indian listed companies creating Smart Meter along with their order book and comparison. 


Thematic Report: Smart Meters- Mega Trend

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance</li>
<li>Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project</li>
<li>Ambuja Cements Aims for 140 Million Tonne Capacity by 2028</li>
</ul>


BPCL Reduces the Russian Oil Intake Amid the Refinery Maintenance
Tata Power Acquires 40% Stake in Bhutan’s Khorlochhu Hydro Power Project
Ambuja Cements Aims for 140 Million Tonne Capacity by 2028


# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Screening for stocks at the extreme ends of their positioning or momentum ranges among active Asia Ex-Japan equity funds.</li>
<li>High Positioning, Positive Momentum: KE Holdings Ltd, Shriram Finance Limited     </li>
<li>Low Positioning, Negative Momentum: Baidu Inc, BOC Hong Kong Limited    </li>
</ul>


Screening for stocks at the extreme ends of their positioning or momentum ranges among active Asia Ex-Japan equity funds.
High Positioning, Positive Momentum: KE Holdings Ltd, Shriram Finance Limited     
Low Positioning, Negative Momentum: Baidu Inc, BOC Hong Kong Limited    


Bangladesh
Insights on Bangladesh

APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...

Tina Banerjee

Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.

Thomas Lam

Thematic Report: Smart Meters- Mega Trend

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

Asia Ex-Japan: Extreme Stocks

Screening for stocks at the extreme ends of their positioning or momentum ranges among active Asia Ex-Japan equity funds.

Steven Holden

APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...

Tina Banerjee

Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN

The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.

Thomas Lam

Thematic Report: Smart Meters- Mega Trend

​India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

Nimish Maheshwari

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

​BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...

Sudarshan Bhandari

Asia Ex-Japan: Extreme Stocks

Screening for stocks at the extreme ends of their positioning or momentum ranges among active Asia Ex-Japan equity funds.

Steven Holden

India's power sector has high T&D losses, creating a major opportunity for improvement. The government aims to install 25 crore smart meters by...

BPCL reduces Russian oil intake due to refinery maintenance, Tata Power buys stake in Bhutan hydro project, Ambuja Cements targets 140 million...