… oncology drugs . India's revocation of Novartis … Natco Pharma to launch its version of Roche … Natco Pharma to launch a generic version of Roche … Zydus Lifesciences, Natco Pharma , Alkem Laboratories, and Torrent Pharmaceuticals have developed …

In this briefing: The Great Petrodollar Pivot: Tracing the Trillions Flowing Away From US Debt Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. The Great Petrodollar Pivot: Tracing the Trillions Flowing Away From US Debt The petrodollar equation mandated pricing oil exclusively in US dollars, which exporters recycled into US Treasuries, structurally cementing the dollar's global dominance This system recently fractured because the 1974 agreement expired, and nations are aggressively diversifying their reserves to insulate against Western financial sanctions Middle East still controls crucial oil chokepoints, surplus capital now flows into global petroleum equities rather than traditional US government debt 2.

In this briefing: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Since the beginning of the Iran War, the MSCI Asia ex Japan index has declined 12%. But remarkably, consensus EPS estimate for Asia ex Japan has increased 1.42%. The earnings upgrades are led by Korea, Indonesia, Taiwan and China. Technology, energy, process industries and basic materials figure prominently among the top 20 sectors with upgrades. Consumer services and retail figure prominently among the sectors with largest downgrades. Analysts seem complacent about disruption to tech hardware, process industries and basic materials from energy and input shortages. 2.

In this briefing: Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma Primer: PP London Sumatra Indonesia (LSIP IJ) - Mar 2026 1. Asian Equities: Notwithstanding the Global Turmoil, EPS Estimates Are Surprisingly Strong Since the beginning of the Iran War, the MSCI Asia ex Japan index has declined 12%. But remarkably, consensus EPS estimate for Asia ex Japan has increased 1.42%. The earnings upgrades are led by Korea, Indonesia, Taiwan and China. Technology, energy, process industries and basic materials figure prominently among the top 20 sectors with upgrades. Consumer services and retail figure prominently among the sectors with largest downgrades. Analysts seem complacent about disruption to tech hardware, process industries and basic materials from energy and input shortages. 2.

Hindustan Unilever and Colgate Palmolive (India) are among the companies expected to report their Q2 results on Thursday

The analyst highlights Fortis Healthcare, Apollo Hospitals, Aurobindo Pharma, and Torrent Pharma as key stocks to watch.

The government may soon allow companies like Adani Power, Tata Power, and Torrent Power to compete in the electricity distribution business nationwide.

The new U.S. duty has already triggered a slide in major Asian pharma names, raising concerns about how Indian peers will react in the coming weeks.

Benchmark indices are set for a weak opening, tracking cues from Asian markets.