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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India: Results Tomorrow, But Will Exit Polls for Assembly Elections Make the Markets More Nervous?
While the Exit Polls have a mixed record and their findings especially in very close contests could be completely different vs. final results, the...
327 Views
Para IV Winners and Losers - October 2018
This month’s Para IV developments suggest that there can be benefit for Amneal Pharmaceuticals Inc (AMRX US) in Xyren and Faslodex, Wockhardt Ltd...
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Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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