Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
Not All Players Are Equal in the Plasma Industry
According to Allied Market Research, the IVIG (intravenous IG) market was valued at US$7.86bn and is expected to reach US$12.36bn by 2022. IVIG is...
311 Views
China's Healthcare Reform Consolidates Drug Distribution and Cuts Manufacturer Margins
Rolling Out A “Two Invoices” System Nationwide:Although the announcement of a new policy to consolidate the distribution channels for both...
298 Views
Time to Look at the Laggards in Aussie Healthcare
Australian Growth stocks have under-performed in the past four years, but they generally perform well in a rising global interest rate...
414 Views
Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
212 Views