Good Value | Pragmatic Value Investing
Good Value | Pragmatic Value Investing
Antipodes Partners
Omicron: Key considerations for investors & the investment case for two global healthcare stocks
32 minutes Posted Dec 12, 2021 at 11:57 pm.
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Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment case for Antipodes' key healthcare holdings, Sanofi (EPA: SAN) and Walgreens (NASDAQ: WBA).