The Upside of Geopolitical Uncertainty
Tuesday 09 June 2020
Telemedicine is stepping up to the plate and helping healthcare providers and caregivers respond more effectively to the needs of people who have contracted COVID-19 and keep track of health conditions of the persons infected. Remote healthcare and telemedicine allow the measuring of diagnostic indicators such as a person’s temperature, heart rate and blood pressure.
In China, the outbreak has prompted residents who were either worried about Coronavirus symptoms or simply too scared to go to hospitals to flock to platforms such as Ping An Good Doctor, Baidu Ask Doctor and Alibaba Health Information Technology Ltd. Ping An Good Doctor is currently China’s largest platform, reported to have over 3 million monthly paying users at the end of 2019.
In this scenario, which themes and stocks are the winners?
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