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M&A and Capital Raising Outlook Survey 2017

YES SECURITIES provides Food and Agriculture sector focused services including investment banking, merchant banking, institutional sales & trading and equity research.
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Biosimilars – Slow US offtake not a concern

Biosimilars offtake in US has been perceived to be lower despite the fact 15 biosimilars have been approved by FDA till end CY18 with three more approvals in first four months of current calendar.
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Houshing Finance - Tough choices before HFCs

Ever since the IL&FS crisis of September 2018, the prevailing riskaverse environment and liquidity constraints have forced HFCs to grapple with tough choices of a strategic nature: 1) consciously growing at a slow pace while facing the risk of spread compression.
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Housing Finance - Are Banks set to conquer the home loan space? Not really!

This note attempts to put a question of larger sectoral significance in perspective: whether persistent sizable market share gains would enable banks to displace HFCs in the long run
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Infrastructure - A mixed bag!

Central Government outlay for the first eleven months of fiscal year 2019 has hit ~86% of the total annual target. This is quite commendable considering the impact of policy reforms like GST on finances.
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Roads and Highways - Project awarding slows; Construction stays robust

The Roads sector has faced rough weather in FY19 owing to a) overall weakness in project awarding b) delays in financial closure for Hybrid Annuity projects and c) poor response to second bundle of Toll Operate Transfer (TOT) projects.
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Pharmaceuticals - Spotlight on non-US centric players

In the past two years US-centric players have seen dramatic erosion in base business on account of, by now, familiar reasons of steep fall in generic prices fueled by buyer consolidation, accelerated FDA approvals and persistent regulatory woes.
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Pharmaceuticals - US concerns persist

Pharma earnings season turned out to be a divergent pack with mixed commentaries from managements. In this report, we have collated the key takeaways from the conference calls of companies under coverage and highlight some of the common threads running across US, India and ROW markets.
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M&A Insights India

The magazine showcases the promising sectors for M&A in India. It also features conversations with India’s prominent finance and business leaders.
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Preparing for sustainable growth

Amidst a challenging and uncertain global economic backdrop, where geopolitical uncertainty and trade tensions have taken center stage, India’s relative global appeal remains intact, albeit in the medium term.
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Opportunity to apply a global outlook to local consumption

Future Group is a pioneer in the retail space in India. Sanjay Jain, group CFO of Future Group talks about investment opportunities and the growth of the country’s retail sector.
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TMT still a star attraction

Despite a decline in overall deal value and volume this year, strong demand in the technology, media and telecom (TMT) sector continues, particularly for companies involved in data collection and analysis.
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The best prescription for the global medicine space

The Indian pharmaceuticals sector is the third-largest market globally in terms of volume and the 13th largest in terms of value. It has witnessed steady growth on the back of increasing export opportunities in the generic medicine space and a large domestic market, to reach revenues of US$37 billion in FY18.
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Digitalization drives Indian M&E sector expansion

The Indian media and entertainment (M&E) sector is a US$24 billion industry and is expected to reach US$34 billion by fiscal year 2020–2021 (FY21). Already a global leader in many sub-segments, the industry is on the cusp of a further strong phase of growth on the back of digitalization, high internet penetration and increasing content consumption.
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Ambition on a grand scale

Anshuman Singh, chairman and managing director of Stellar Value Chain Solutions, talks about the growth of the logistics sector in India. He shares his views on M&A and investment opportunities in the sector.
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