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Independent Analysis and Insight from AlphaValue

Stocks to Watch

MedTech surge

While the c. €1tn Pharma sector has been going essentially nowhere between failed phase III drugs and Trump-driven uncertainty, the €133bn MedTech sector has been flying over the last two months. MedTechs’ spring rediscovery…

Research

Miners in May 2018

Similar to the previous month, brewing global geo-political uncertainties (including trade war tensions) seem to have again capped commodity price gains. Although, the global economic outlook remains promising. Below is…