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About MO Healthcare Oct 2013
The document summarizes an analyst report on the healthcare sector and provides stock recommendations. It finds that companies with sustainable business models focused on key growth markets like the US will outperform. The report's top picks are Dr. Reddy's, Sun Pharma and Lupin for large caps and Divi's Labs and Ipca Labs for mid caps based on their sustainable businesses, optimal geographic exposure, and ability to manage regulatory risks. While valuations leave room for upside, a basket approach is recommended given risks from regulatory scrutiny and price controls in emerging markets.
Detailed Information
| Author: | ['budikalpana'] |
|---|---|
| Publication Year: | 2014 |
| Pages: | 84 |
| Language: | English |
| Format: | |
| Price: | FREE |
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