Here's a simple summary of those sectors that stand to gain or lose in the event an Avian Flu outbreak occurs:
POTENTIAL WINNERS
(1) Drug companies that make antiviral medicines
(2) Drug companies that make vaccines
(3) Hospital health care
(4) Cleansing product-makers
(5) Home entertainment providers
(6) Telecommunications
(7) Internet technology companies
POTENTIAL LOSERS
(1) Airlines
(2) Luxury goods
(3) Hotels
(4) Insurers
(5) Shopping malls
(6) Major oil firms
(7) Mining and metals
(8) Travel and hospitality
(9) Brewers
SOURCE: Citibank Report as Summarized in "Wall Street Placing Bets on Bird Flu Outcomes," Chicago Tribune, Bruce Japsen, April 30, 2006
Wednesday, May 03, 2006
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