India Generic Drugs: US Antitrust Inquiry Widens
The US government's antitrust investigation of the generic drug industry has been quiet for more than a year and has resurfaced with a...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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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...
263 Views
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...
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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...
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