Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
412 Views
TPG and KKR in Race to Buy 20% Stake in Piramal’s Pharma Business Valued Over US$2bn
It was reported by several news media outlets that the US PE giants, TPG Capital or KKR may acquire a 20% stake in India’s Piramal Enterprises...
455 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
409 Views
India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
169 Views
India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
517 Views