China Ban, ETFs, Hyatt, and Markets (Podcast)
Bloomberg Intelligence
00:00
Is Healthcare a Fake Sector Name?
We actually quite like healthcare in that our quant models find a lot of diversification in there. We see in forecast some growth on the use of labs as effectively the country's getting older and healthcare utilization is going up. A lot of people probably during the pandemics said, I don't need to go to the dermatologist. Now that everything's open and clear, you make as many appointments as you can. Those little are things or what we perceive as little or at least the beginning.
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