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Sector AgeNDA | Healthcare: focus on affordability is a risk for valuations

The government wants to co-opt the private sector in its mission for affordable healthcare, but on its terms

May 24, 2019 / 11:51 AM IST
Sector AgeNDA | Healthcare: focus on affordability is a risk for valuations

The outgoing NDA government’s economic record was patchy at best. Yet, the whopping majority that the NDA has got implies that voters couldn’t care more. Given that the BJP led by Narendra Modi has won convincingly, it is reasonable to expect incremental reform, continued implementation of existing steps, improving some measures, and perhaps one or two new reforms. That said, we will look at some sectors whose performance in the next five years could depend on the government’s actions or...

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