daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

China Medical System (CMS, 867 HK) – A Cheap Play on China’s Pending Health Care Crisis

UPDATE: China Medical System (CMS, 867 HK) – A Cheap Play on China’s Pending Health Care Crisis

China's Ageing Population Challenge: Lessons from US Healthcare Spending

Understanding Drug Imbursement Price Cuts in China

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Thematic (Sector/Industry)

India Health care / Thematic (Sector/Industry)

<ul>
<li>China’s healthcare spend has been growing faster than GDP, however it still lags a number of the other emerging markets especially in Latin America.</li>
<li>India’s healthcare spend is very concerning and has been stagnant/declining despite the high growth in GDP over the past few decades.</li>
<li>China and India need to drastically increase spend to address their critical healthcare issues or face a declining growth rate.</li>
</ul>


China’s healthcare spend has been growing faster than GDP, however it still lags a number of the other emerging markets especially in Latin America.
India’s healthcare spend is very concerning and has been stagnant/declining despite the high growth in GDP over the past few decades.
China and India need to drastically increase spend to address their critical healthcare issues or face a declining growth rate.


Asian Healthcare Spend as a Percentage of GDP – the Laggards