Moving Markets

The sentiment is fragile in Asia after China’s daily virus infections climbed to near the highest on record. It is said local authorities may possibly re-introduce strict measures, despite the new directives from authorities over a week ago, that marked an easing in the official zero-Covid playbook. Guy Bettschart, Equity Analyst, shares insights on our longstanding Overweight call on Healthcare equities.

00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)
03:00 Healthcare equities by Guy Bettschart (Equities Research)
05:26 Closing remarks by Olivier Maris (Investment Writing)

Show Notes

The sentiment is fragile in Asia after China’s daily virus infections climbed to near the highest on record. It is said local authorities may possibly re-introduce strict measures, despite the new directives from authorities over a week ago, that marked an easing in the official zero-Covid playbook. Guy Bettschart, Equity Analyst, shares insights on our longstanding Overweight call on Healthcare equities.

00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)
03:00 Healthcare equities by Guy Bettschart (Equities Research)
05:26 Closing remarks by Olivier Maris (Investment Writing)

What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.