Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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Valsartan Recall in US – Opportunity Coming To End
Post the recall of Valsartan formulations (generics of Diovan) by various generics in the US, a shortage was created resulting in significant price...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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Para IV Winners and Losers - July 2018
This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, Dr. Reddy'S Laboratories (DRRD IN) & Amneal...
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Para IV Winners and Losers - June 2018
This month’s Para IV developments suggest that there is likely to be benefit to Baxter International Inc (BAX US) on Premix Precedex (4mc/ml), Endo...
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