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ASX healthcare stocks: a contrarian investment opportunity

Filip Tortevski discusses healthcare investments, covering interest rates, stock recovery, and ageing populations. Subscribe to Ticker!

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Filip Tortevski explores healthcare investments amid interest rates, stock recovery, and ageing populations

ASX healthcare stocks are being flagged as a potential contrarian opportunity as falling interest rates begin to reshape investor sentiment across defensive sectors.

After a period of pressure driven by higher rates, undervalued healthcare names may be positioned for renewed interest as market conditions shift.

Filip Tortevski from Wealth Within, breaks down why rising rates weighed heavily on healthcare stocks, and how easing monetary policy could trigger a sector recovery.

The discussion also explores ageing populations, chronic disease demand, and why companies like CSL Limited and Cochlear Limited continue to stand out in a changing market environment.

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