Special Report

Profit from the pharma crisis

Pharma stocks, the blue-eyed boys of the Indian market, have been hit by a spate of warning letters and inspections from the US Food and Drug Administration (FDA). We investigate the issues involved and the opportunities that have arisen

Hot sectors to bet onFor Indian equity investors, the pharma industry used to be exactly what the doctor ordered. However, those days are now just a memory. Now, pharma stocks are like a chronic disease that holds out some hope of a cure, but keeps tormenting the patient. In the cover story of the June 2016 issue of Wealth Insight, read how you can find the cure for this condition: Profit From The Pharma Crisis.

And of course there's a lot more in this issue that will help you make better investment decisions and generate better returns:

  • First Page: Dhirendra Kumar writes about how the roots of the pharma crisis are actually common to many Indian businesses
  • Transforming Maruti: CEO Kenichi Ayukawa, who took the reins of the company after the Manesar unrest, has been on a crusade to turn the company around
  • Interview: Famed Investment Manager Mark Mobius thinks that that the new Mauritius treaty will be a negative for India
  • Market Compass: A selection of articles and analysis that will give you insights into the markets:
    • Index watch: All about the BSE Bankex and the stocks in it.
    • Big Moves from large, small and midcap companies
    • Institutional Moves: Stocks where institutions like mutual funds and insurance companies have either bought big or sold big
    • The Pledging Plague: Bad news for investors--promoters' pledging of shares is at an all-time high. Read which stocks are the worst
    • Fund Managers' new favourites: From fund managers' favourite picks in April 2016, there are two companies that you can consider buying
    • Hot Air: Stay away from these stocks that trade at high valuations but have little substance backing those valuations
    • Alarm Bells: Our analysis of BSE 500 companies shows that the number of companies with high returns on equity has come down
  • Dividends you can trust: High dividend payouts are reliable only if they are accompanied by high or stable returns on equity. Read which stocks qualify and which don't
  • Short cut to stock success: Just do this and your success in the stock market is more or less guaranteed
  • Straight Talk: Anand Tandon points out that RBI's monetary policy may have created more problems than it has solved
  • Main Street: Saurabh Mukherjea thinks that GDP numbers, both for the entire country and individual states, hide more than what they reveal
  • Generally Speaking: Vivek Kaul has some interesting observations about cricket commentators
  • Off Beat: Sanjeev Pandiya believes that a lack of understanding of behavioural economics causes us to react with our 'animal brains' rather than analyse things rationally
  • The Chartist: Devangshu Datta explains how the standard theory of inverse correlation between equity movements and interest rates might not be very useful in India
  • Stock Analyst's Choice: In 'Our Scorecard' read about the track record of the stock recommendations we have made in the past
  • Stock Ideas: Read about these investment ideas that you can use now:
    • Stocks that clear companies that clear all the essential checks
    • Attractively-priced blue chips
    • Stocks with a high discount to book value
    • Reasonably priced growth stocks
    • High dividend-yield stocks

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