As Carl Zeiss Meditec has been under immense pressure since late-2021, the sentiment for this China-exposed MedTech and the sector in general may now be finally improving. This can be attributed to a softer-than-expected impact from China’s corruption clampdown on its Healthcare sector. Overall, while there are still some near-term risks w.r.t VBP and consumables destocking, there is no doubt that CZM’s sustained innovation prowess and/or a comprehensive portfolio makes it an attractive MedTech ....
