TORNTPHARM.NSE

Torrent Pharmaceuticals Ltd.

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 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.

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: Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Dezign Format Group Limited: Results Update AvePoint Inc. Results Update Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens APAC Healthcare Weekly (March 22) – Hengrui, Microport Neuro, Celltrion, Samsung Bio, Sun Pharma 1. Inflation Shock, Not Fear: Navigating the New Cross-Asset Regime Shift Oil & gas shock drives inflation higher; yields and USD surge, suppressing gold & dilver despite geopolitical risk. Markets remain in an inflation regime; equities are correcting in an orderly manner, not in panic—energy & defence sector, and liquidity dominates positioning. Key pivot is real yields; once they peak, expect rotation into gold & silver, duration, and deeper downside in equities. 2. Dezign Format Group Limited: Results Update FY2025 did not show a collapse in activity. Revenue fell only 1.0% to S$33.1m, and the company still delivered more than S$28m from its core Event, Exhibition and Décor business.