Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/178/original/download%20%281%29.jpg?1478808170" class="editor-image img-responsive" data-smartkarma-image-id="16178"></figure><div class="content-caption">(I thought it was a reality show till I was shown the Oval Office today!)</div>Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.<div class="content-highlight">Drug Pricing and Trump:</div>Allowing Medicare and similar U.S. government programs to…

(I thought it was a reality show till I was shown the Oval Office today!)Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.Drug Pricing and Trump:Allowing Medicare and similar U.S. government programs to…

President Trump and Healthcare (And Pharma) Sector: What's Next?

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. </li><li>For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.</li><li>Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. </li></ul>

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. 

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to all our Thai friends in your time of grief.Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

Thailand Mourns Fallen King, Healing Will Take Some Time

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Bangkok Dusit Medical Services / Equity Bottom-Up

With a net worth of almost US$3bn to his name and counting, Dr. Prasert Prasatthong-osoth and his son, Captain Putthipong, are probably Thailand's fastest rising tycoons. Allied with them is the world's second richest lawyer, Vichai Thongtaeng, who owned the non-listed Phyathai and Paolo Hospitals which I frequent. Bangkok Dusit has been buying stakes in rivals: sometimes controlling, other times minority, but there's a fine line between the two when you deal with a businessman this savvy yo. His son can fly planes, but what he's really doing is running Thailand's boutique airline and a monopoly airport in Samui, an important tourist destination. And they ain't stopping yet. Most recently, Doc just bought Swissotel from Nai Lert Park, and he's gonna convert it into Thailand's first wellness center.Doctor Dad and Pilot Son...These guys are taking off yo! Hold tight!

With a net worth of almost US$3bn to his name and counting, Dr. Prasert Prasatthong-osoth and his son, Captain Putthipong, are probably Thailand's fastest rising tycoons. Allied with them is the world's second richest lawyer, Vichai Thongtaeng, who owned the non-listed Phyathai and Paolo Hospitals which I frequent. Bangkok Dusit has been buying stakes in rivals: sometimes controlling, other times minority, but there's a fine line between the two when you deal with a businessman this savvy yo. His son can fly planes, but what he's really doing is running Thailand's boutique airline and a monopoly airport in Samui, an important tourist destination. And they ain't stopping yet. Most recently, Doc just bought Swissotel from Nai Lert Park, and he's gonna convert it into Thailand's first wellness center.Doctor Dad and Pilot Son...These guys are taking off yo! Hold tight!

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues. Both candidates seem to be having a tough time yo:<ul><li>
Wikileaks vs Hillary: Julian Assange of Wikileaks threatened to spill the beans on Hillary saying that she sat on the board of France's cement maker Lafarge, which operates in certain areas of Iraq and paid taxes to ISIS. Gee whiz! The French should be more angry about this than Americans. Terrorists…</li></ul>

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues. Both candidates seem to be having a tough time yo:
Wikileaks vs Hillary: Julian Assange of Wikileaks threatened to spill the beans on Hillary saying that she sat on the board of France's cement maker Lafarge, which operates in certain areas of Iraq and paid taxes to ISIS. Gee whiz! The French should be more angry about this than Americans. Terrorists…

Strike 2 in St Louis: Trump's Town Hall Trap

Thailand

Bangkok Dusit Medical Services Public Company Limited operates Bangkok General Hospital. The Hospital specializes in cardiovascular, lung, neurological, eye and genitourinary cancer, as well as physical therapy and medical imaging.

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Bangkok Dusit Medical Services (BDMS TB)

President Trump and Healthcare (And Pharma) Sector: What's Next?

Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...

Dr. Bhavneesh Sharma, MD, MBA

Key Drivers of Asia's Healthcare Sector

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...

Singapore Exchange Ltd (SGX)

Thailand Mourns Fallen King, Healing Will Take Some Time

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...

A. Stotz Investment Research

Thai-Coons Ep. 6: A Deal with the Doctor

With a net worth of almost US$3bn to his name and counting, Dr. Prasert Prasatthong-osoth and his son, Captain Putthipong, are probably Thailand's...

Athaporn Arayasantiparb, CFA

Strike 2 in St Louis: Trump's Town Hall Trap

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues....

Athaporn Arayasantiparb, CFA

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