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Session ID: 2025-05-21:26f84062e77b3ac0d748542c Player Element ID: 5603829880001
Johnson presented at the FSA Investment Forum in Kuala Lumpur on September 28, speaking on “Reasons to invest in healthcare”.
In the video, he answers questions on whether healthcare is more driven by government policies than fundamentals, where his firm’s healthcare strategy is overweight given high valuations, and speculative risk in the sector.