2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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Indictments Starting to Appear
The US Department of Justice (DOJ) filed charges (attached) against two former senior executives of Heritage Pharmaceuticals, a subsidiary of Pune,...
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American Society of Hematology- (ASH) Annual Conference (2016) Review
We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...
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'Cures Act', Halol Plant FDA Inspection and a Russian Acquisition.
We continue to be bullish on Sun Pharmaceutical Indus (SUNP IN) after the recent news of progress in passing the '21st century Cures Act' in the...
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Laurus Labs: Final Thoughts
The company has announced a price range of Rs 426 - 428 per share for its listing with bidding set to open on 6 December and closing on 8 December...
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