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,...
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Granules - 2QFY19- Better than Expected Performance, Raising Estimates
Granules India (GRAN IN) reported 2QFY19 Revenues better than our estimates. Adjusted EBITDA was Rs 1,056 mn, higher than our estimates of Rs 873...
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Coverage Universe 2QFY19E Earnings Preview
The 2QFY19E earnings season carries huge importance as the FY19 is turning out to be a year of sharp volatility in performance across all the...
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Granules - Capex Complete, Revenues to Start
Granules India (GRAN IN) is a vertically integrated pharmaceutical company, manufacturing Active Pharmaceutical Ingredients (APIs), Pharmaceutical...
402 Views
MediSetter Interview: Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
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