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Zephyr Peacock Investment Committee member Mukul Gulatidiscusses the 2012 outlook.
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Impact of Size on Equity Valuations in the Indian Market

As most observers of the Indian equity markets know, large capitalization stocks in India trade at significantly higher multiples of earnings and book value than small cap stocks...
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The Upcoming Patent Cliff: Implications for Indian Pharmaceuticals

Leading global pharmaceutical firms are facing material challenges as a significant number of patents for branded druges will be expiring over the next frive years. The impending expiration of a range of lucrative pharmaceutical patents, also known as the "patent cliff", is expected to have a significant impact on the pharmaceutical industry landscape...
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