Three reasons to bet now on European pharmaceuticals
The outbreaks of instability in the markets have intensified the search for safe havens. The pharmaceutical sector presents itself as a natural defensive alternative without leaving equities. Read
1. The French pharmaceutical sector has gained attention as a defensive alternative amid market instability, as its exposure to the US market (over 40% of its sales) and the potential impact of a Democratic Party victory in the midterm elections on health policy are seen as positive factors.
2. Société Générale analysts have identified three reasons for maintaining a strong position in the pharmaceutical sector: its exposure to the US market, its potential as an alternative to investments in artificial intelligence (AI), and its diversification benefits compared to other macroeconomic risks.
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