APAC Healthcare Series (Part 3)- Focus Is on Japan; Top Picks Are Mostly in The Pink of Health

316 Views24 Aug 2022 19:27
Tina has highlighted this Insight as a Top Pick
  • 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.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
(Paid Plans Only)
Top Quartile
Tina Banerjee
Global Healthcare Analyst
Health CareEquity Bottom-UpThematic (Sector/Industry)