The pharma sector is experiencing a catch-up in valuations, but the American market, once lucrative, remains tough. The real estate sector is structurally bullish, particularly in the share prices of home manufacturing companies. Healthcare, technology, and select chemical companies are also attractive investment options. Return expectations may need to be moderated, as valuation plays a more important role due to rising interest rates. The real estate sector is expected to continue upward due to urbanization and remote work driving demand for larger homes and quality commercial space.
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