Samsung BioLogics Update
Recent developments in Samsung Biologics Co., (207940 KS)'s business have been mixed with a negative skew. First, partner Merck & Co Inc (MRK...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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FSC Chairman Speaks on Decision Framework
An article in the 24 May issue of BusinessKorea (link below) reports on a talk given by Financial Services Commission (FSC) Chairman Choi...
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WuXi Biologics IPO Review - An Opportunity to Get Exposure to Biologics in China
WuXi Biologics (2269 HK) is looking to raise US$461-511m through the issuance of primary (88%) and secondary (12%) shares. Proceeds will be used...
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