Putnam Global Health Care Fund – Putnam Perspectives

Health-care investing: What is the prognosis for emerging markets?

Over the next 10 years, some of the greatest growth in health-care spending is projected for emerging markets such as China, India, and Brazil. For many reasons, growth opportunities are abundant in developing economies, but selecting health-care stocks, particularly among the smaller-cap companies based in these regions, is not without its challenges.

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Does the Novartis acquisition foretell greater M&A activity for pharmaceutical stocks?

Swiss pharmaceutical firm Novartis’s pending bid to acquire majority ownership of Alcon, an eye care products maker, in a deal valued at about $40 billion, stood out against a backdrop of only 3% mergers-and-acquisitions growth across industry sectors globally for the first half of 2010. While we aren’t likely to see many more large-scale mergers,