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We’re all buzzed about the amazing Covid vaccine news but the healthcare revolution will continue once the virus has been crushed; Nisha Long finds a healthcare sector manager who’s making all the right bets without a single vaccine stock.
Meanwhile Frank Talbot talks India – a market that has been eclipsed by China in the minds of many investors but is probably worth a second look.
Angus Foote and Richard Lander prod, probe and raise eyebrows (you’ll have to trust us on that one, this being a podcast).