EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
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Surveying The Biosimilar Battlefield
The biosimilar market has been of particular interest to us in light of the high expectations set for Samsung Biologics Co., Ltd (207940 KS) and...
704 Views
GEM Fund Positioning: Indian Healthcare - Condition Worsening
We analyse the stock allocations of 124 global emerging market equity long only funds from 2011 to today. All Funds are actively managed and the...
199 Views
HealthCare Global Enterprises (HCG)- A Niche Play in Burgeoning Indian Healthcare Sector
HealthCare Global Enterprises Limited (HCG IN) is a speciality healthcare provider with a focus on cancer and infertility treatment. It is the...
836 Views
IPO Pipeline to Remain Strong as PE Funds, Quasi-Govt Promoters Aim for Portfolio Exits
Primary issuances are expected to remain strong in 2017 following a five-year high in funds raised in 2016 (Rs 220bn) even as Fed rate expectations...
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