Live Markets: R&D picks in Europe

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19/09/2024 11:38

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    R&D PICKS IN EUROPE    
    Research and development (R&D) has become a top priority for
countries aiming to stay competitive in the global marketplace.
    UBS says Europe's focus on digital sovereignty,
semiconductors, and sustainability gives it a unique edge. 
    Yet, it reckons the region should further strengthen its
position, especially as the U.S. leads in AI infrastructure and
China advances with initiatives like "Made in China 2025."
    "The global R&D race is no longer a matter of choice, but
necessity," write Sutanya Chedda and Gerry Fowler, strategists
at the Swiss investment bank, who also looked at how investors
can play this theme across equity markets.
    Their analysis singled out players that look favourably
positioned to benefit from R&D-driven growth. 
    Among them, UBS highlights Genmab  GMAB.CO , Nemetschek
 NEKG.DE , SAP  SAPG.DE , Ipsen  IPN.PA , STMicro  STMPA.PA ,
Ferrari  RACE.MI , and Inficon  IFCN.S  which are "pivotal in
not just surviving, but excelling, in an increasingly
competitive global R&D landscape".
    
    (Danilo Masoni)
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