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?
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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