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If you’ve ever felt the Pharma sector is too difficult to understand, you’re probably right. With a lot of moving parts & uncertainty about the future direction, it’s tough to guess the fortunes of the sector. Raunak Onkar discusses the Pharma Sector in reasonable...
Equity returns are different in nature in different contexts and opportunities in markets. Typically returns are multiplicative in nature. Very frequently it’s not additive/asymmetric returns. These are situations where market presents rarely but can be rewarding. In concentrated...