Brief India: Powerica IPO: Powering Ahead to Attain A Long Term Growth Trajectory and more
In this briefing: Powerica IPO: Powering Ahead to Attain A Long Term Growth Trajectory Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens India Top Longs APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators 1. Powerica IPO: Powering Ahead to Attain A Long Term Growth Trajectory Powerica has launched IPO to raise up to INR 11B. The company plans to sell 27.8M shares at between INR 375 - 395 per share. Powerica is an integrated power solutions provider specializing in diesel generator sets, for both primary and standby applications. It also operates in wind power sector as an independent power producer. Investors can subscribe to the issue considering the stable business model, strong brand association, expertise in power segment and strategic advantage in attaining long term sustained growth trajectory. 2. Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens Decay Analysis : Compared Long IR vs.
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Brief India: Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens and more
In this briefing: Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens India Top Longs APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators Primer: CESC Ltd (CESC IN) - Mar 2026 1. Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens Decay Analysis : Compared Long IR vs. Short IR to spot momentum acceleration (Taiwan +1.9, Korea +0.9) versus alpha erosion (India -1.5, Comm Svcs -1.2). Leaders/Laggards Analysis : Short IR values identified performance leaders (Korea at 3.0, Taiwan at 2.7) and laggards (India at -3.1, Comm Svcs at -1.9). India/China A/Real Estate remain chronic underperformers. Tactical Tilts : favor high-momentum, tech-heavy markets, avoid deteriorating sectors / regions. 2. India Top Longs Structural tailwinds across electrification, transmission, data centers, and specialty pharma remain intact, but these are now consensus trades with expectations fully embedded in earnings and multiples.
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Brief India: India Top Longs and more
In this briefing: India Top Longs APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators Primer: CESC Ltd (CESC IN) - Mar 2026 Aequitas: Truhome Finance Limited Pre-IPO Tearsheet 1. India Top Longs Structural tailwinds across electrification, transmission, data centers, and specialty pharma remain intact, but these are now consensus trades with expectations fully embedded in earnings and multiples. Our long basket—ABB India, Hitachi Energy India, Cummins India, and Sun Pharma—represents high-quality proxies where delivery, not discovery, will drive relative outperformance If markets turn, these businesses remain best positioned given strong balance sheets, visible demand, and execution track record—making them relative winners even in a tougher environment. 2. APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Hengrui Pharma received indication expansion approval for trastuzumab rezetecan in China.
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Brief Multi-Strategy: Overview #54 – The Spice Must Flow and more
In this briefing: Overview #54 – The Spice Must Flow APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Hong Kong Single Stock Options Weekly (Mar 16–20): Call Volumes Elevated Ahead Of Busy Earnings Week KT&G: Share Cancellation of 1.7 Trillion Won and a Potential Hike in Cigarette Prices in 2026 The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators 1. Overview #54 – The Spice Must Flow A review of recent events/data impacting our investment themes and outlook The oil shock is now morphing into a liquidity shock Market action is starting to signal an upcoming US recession 2. APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Hengrui Pharma received indication expansion approval for trastuzumab rezetecan in China. MicroPort NeuroScientific’s Apollo Dream Rapamycin Target Eluting Stent has been granted the Breakthrough Device Designation by the FDA. Celltrion signed KRW375B CMO agreement with a global pharmaceutical company for the supply of drug substance.
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Brief India: APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma and more
In this briefing: APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators Primer: CESC Ltd (CESC IN) - Mar 2026 Aequitas: Truhome Finance Limited Pre-IPO Tearsheet Aequitas: CMPDI Ltd IPO - Asset-Light Mining Consultancy with Strong Parentage, Priced In Line 1. APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Hengrui Pharma received indication expansion approval for trastuzumab rezetecan in China. MicroPort NeuroScientific’s Apollo Dream Rapamycin Target Eluting Stent has been granted the Breakthrough Device Designation by the FDA. Celltrion signed KRW375B CMO agreement with a global pharmaceutical company for the supply of drug substance. Samsung Bioepis entered global commercialization agreement with Sandoz for five biosimilar candidates under development. FDA accepted Sun Pharma’s indication expansion application for Ilumya for active psoriatic arthritis.
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