APAC Healthcare Weekly (December 21)–Fosun Pharma, Hansoh, Daiichi Sankyo, Takeda, Hanmi, Max Health
Fosun Pharma is acquiring 53% stake in Green Valley. Hansoh inked exclusive license agreement with Glenmark Pharma. Daiichi Sankyo’s Enhertu got...
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China’s Consumption Push: Will It Take Off?
This report shows why China’s consumption push faces structural limits, why rate cuts won’t work, and how delayed reform raises risks for equities,...
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2026 High Conviction: Three Themes, Three Top Picks
2026 themes: AI spending boom continues, commodity super-cycle, defense spending surge. Our top picks are the market leaders in these themes:...
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APAC Healthcare Weekly (December 14) – China NRDL, Fosun Pharma, SanBio, Peptidream, Zydus Life
China published 2025 NRDL, adding 114 new drugs. Fosun Pharma inked outlicensing deal with Pfizer for obesity drug candidate. PeptiDream achieved...
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Nosediving Inflation, More Rate Cuts, Selective Fiscal Stimuli – Asian Equities to Gallop Along
Don’t fight the Fed. Fed’s 25 bps rate cut was called a “hawkish cut” by some economists, but Chair Powell’s comment, highlighting the possibility...
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