India Equity Opportunities
INVESTING IN INDIA We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology, taking a private market approach to the public markets is well suited to pursue these opportunities. This report examines the Indian equity markets, their structure, constituents and metrics over time. India is a unique market globally. It…
Read articleClaris Lifesciences – Major Deal Milestone Crossed
Claris Lifesciences (CLAR IN – INR 315 – BSE) UPDATE: Major Deal Milestone CrossedIn April 2016, the Indian Government reversed an earlier ban on (foreign investment) FDI in brownfield Pharma companies by allowing FDI, though only after obtaining an ‘FIPB’ approval. In July 2016, Fosun China announced a deal to acquire Gland Pharma (a privately…
Read articleBrazil Equity Opportunities
BRAZILIAN EQUITY OPPORTUNITIES<BR>ISSUE II – OCTOBER 2016 This report examines the Brazilian equity markets, their structure, constituents and metrics overtime. In continuation to our earlier report on Brazilian Equity Opportunities (May 2015), we showthat the Brazilian equity markets now offer a compelling investment opportunity. There are 321actively traded companies in Brazili, offering a sizeable group…
Read articleBrazil Equity Opportunities
BRAZILIAN EQUITY OPPORTUNITIES This report examines the Brazilian equity markets, their structure, constituents and metrics over time. In continuation to our earlier report on Brazilian Equity Opportunities (May 2015), we show that the Brazilian equity markets now offer a compelling investment opportunity. There are 321 actively traded companies in Brazili, offering a sizeable group of…
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