In today’s briefing:
- APAC Healthcare Series (Part 3)- Focus Is on Japan; Top Picks Are Mostly in The Pink of Health
- US-China Decoupling: The Impact on China Healthcare
APAC Healthcare Series (Part 3)- Focus Is on Japan; Top Picks Are Mostly in The Pink of Health
- The Japanese yen has been depreciating at a rate never seen before. Amid weakening domestic currency, Japan’s healthcare stocks have mostly outperformed their regional peers, due to their export-led growth.
- Cash rich and fundamentally strong healthcare companies in Japan, with large international revenue exposure should be the key focus areas now.
- Two of our top picks are sitting on double-digit gains, while the other two are facing temporary setbacks. Long-term fundamental story remains intact for all of them.
US-China Decoupling: The Impact on China Healthcare
- As tensions rise between China and the US, there is a possibility of decoupling. The cooperation and competition between the two countries in healthcare are facing a new change.
- We analyzed the potential impact of decoupling in terms of imports and exports on API, generic drugs and medical device/consumables, technology transfer, talent flow, communications, bilateral investment, supply chain, etc.
- The intention behind the US provocation is to contain China’s rise. However, the importance of China’s supply chain is irreplaceable. Ultimately, US’s Allies will face a choice-who to stand with?
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