Tres razones para apostar ahora por las farmacéuticas europeas
Los brotes de inestabilidad en los mercados han intensificado la búsqueda de refugios. El sector farmacéutico se presenta como una alternativa defensiva natural sin salir de la renta variable. Leer
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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