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Which kind of Pharma Stocks will rise? Ft. Aditya Khemka, Fund Manager DSP Healthcare Fund
Original: ఏ రకమైన Pharma Stocks పెరగనున్నాయి 📈💰 | Ft Aditya Khemka Fund Manager DSP Health Care Fund
Takeaway
Indian private hospitals and diagnostics are structural compounders driven by rising health insurance penetration and the shift away from public hospitals.
Summary
- Interview with Aditya Khemka, fund manager of DSP Healthcare Fund, on opportunities in pharma, hospitals and diagnostics
- India hospital market: 74% government hospitals vs 26% private, but private gets 60% of patient visits (2015 data)
- Health insurance penetration is a key driver lifting private hospital treatment affordability
- Opportunity in diagnostic centers as a long-term healthcare expansion theme
- Government schemes versus general affordability in private treatment shapes the sector mix
PharmaHospitalsDSPHealth InsuranceDiagnostics
Original description
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