What sectors are over saturated? What sectors are emerging?
What sectors are over saturated? What sectors are emerging? What country analyses are over saturated? What country analyses are emerging?
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Big tech is definitely over saturated. Do we really need 50+ analysts each trying to provide their own “story” on Apple/Microsoft etc..?
Feels like a big waste of resources
over: TMT, fintech, consumer discretionary
under: industrials, energy, pockets within healthcare
What pockets within healthcare?
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