bullish

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
SUMMARY
  • 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.
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Tina Banerjee
Global Healthcare Analyst
Health CareEquity Bottom-UpThematic (Sector/Industry)
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