Team MWP The global bank upgrades Korea on cleared positions and AI-driven earnings, while cutting India to underweight on inflation and demand concerns For much of the last two years, India was the consensus overweight in Asia — the growth story everyone wanted exposure to. HSBC’s latest Asia strategy note marks a meaningful shift in that narrative. … Read more
Oaktree Capital chief calls AI advancement “unlike anything we’ve seen before,” flags job displacement fears while urging moderate, selective investing approach Howard Marks, co-founder and co-chairman of Oaktree Capital Management, has released his latest client memo titled “AI Hurtles Ahead,” a follow-up to his December 2025 piece “Is It a Bubble?” — and the tone … Read more
Pharma major’s 284 bps EBITDA margin gain and Unichem turnaround strategy draw bullish analyst calls IPCA Laboratories has emerged as a growth story in India’s pharmaceutical sector with two leading brokerages issuing buy recommendations following the company’s third-quarter performance that showcased margin expansion even as revenue growth remained modest. The Mumbai-based drugmaker’s ability to expand … Read more