Gland Pharma IPO - High on Growth but Low on Details
Gland Pharma aims to raise around US$900m in what would be one of India’s largest IPOs in 2020. Fosun Pharmaceutical bought a 74% stake in the...
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Sensex Index Rebalance Preview: Take Profit on Strong Outperformance
With the review period for the Sensex almost complete, we still see DRRD as a high probability inclusion and ONGC as a deletion. With DRRD...
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Sensex Index Rebalance Preview: Early Look Sees One Change, Maybe Two
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
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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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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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