Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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IPCA 4QFY18 Results Confirm Recovery Story
Performance Highlights IPCA Labs reported 4QFY18 revenue at Rs. 7,828 mn as against our expectation of Rs 7,666 mn. EBITDA stood at Rs. 1,099 mn,...
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IPCA Labs- The Revival Story
Ipca Laboratories Ltd (IPCA IN) is a fully integrated Indian pharmaceutical company. In FY17 45% of its revenues came from Indian dosage business,...
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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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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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