TPG and KKR in Race to Buy 20% Stake in Piramal’s Pharma Business Valued Over US$2bn
It was reported by several news media outlets that the US PE giants, TPG Capital or KKR may acquire a 20% stake in India’s Piramal Enterprises...
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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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India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
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India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
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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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