Healthcare: Biotech and Pharma Innovation

Expected Outperformers: Moderna, Vertex Pharmaceuticals, BioNTech

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Why: Expanding mRNA applications in cancer and personalised medicine. Vertex is a leader in cystic fibrosis treatments with a promising gene-editing pipeline.

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Wildcard: CRISPR Therapeutics
Why: Gene therapy approvals could catalyse exponential growth for this early-stage biotech company.

Financial Services: The DeFi and Payment Revolution

Expected Outperformers: Visa, Mastercard, PayPal

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Why: Expansion into digital currencies and a robust consumer spending recovery.

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Wildcard: Block (formerly Square)
Why: Its blockchain payment solutions and small business services offer strong growth potential.

Industrial Automation and Robotics

Expected Outperformers: ABB, Fanuc Corporation, Rockwell Automation

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Why: Labour shortages and rising costs will drive demand for automation in manufacturing and logistics.

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Wildcard: UiPath
Why: Its market position in robotic process automation (RPA) for enterprise clients ensures significant growth opportunities.

By identifying these outperformers and risks, investors can better navigate 2025’s complexities and capitalise on emerging opportunities. Let me know if you’d like a deep dive into any specific company or sector!