Additional Points Add to Our Recent Bearish View on Takeda.
Additional points add to our recent bearish view on Takeda. We are particularly concerned about the psoriasis acquisition and restructuring.
471 Views
Japan: Normalizing Interest Rates as Nominal GDP Surges, Ending Deflation Era
Japanese interest rates are set to normalize amid robust nominal GDP. But a rebounding JPY (at ¥125/US$ by end'24) precludes further BoJ hikes,...
142 Views
#8 India Insight: Novelis IPO Postponed, TMFL Merger, Angle One Client Growth, NSE World Record
Hindalco Industries postpones Novelis Corporation IPO, Tata Motors Finance to merge with Tata Capital, NSE sets world record for transactions in a...
259 Views
Silver Measured Move to 35.50
Gold looks a bit fatigued and silver likely to play catch up. Greenback could present headwinds for equities. Japan reverses big gains in 2024.
336 Views
Takeda Sells Japan OTC Business to Blackstone; Last of Its Non-Core Asset Sales to Raise US$10bn
Takeda announced on Monday (24th August 2020) that it has entered into an agreement to sell its domestic consumer health business (known as Takeda...
267 Views