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.

Sinopharm (1099 HK) - A Compelling Investment Case

Asian Healthcare Spend as a Percentage of GDP – the Laggards

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)

China Health care / Thematic (Sector/Industry)

<ul>
<li>China's over-65 demographic is projected to grow by 50% in the next decade, driving increased demand for healthcare services, eldercare, and technology.</li>
<li>The healthcare sector in China presents a significant investment opportunity as the country addresses the needs of its ageing population.</li>
<li>Insights from the US, where healthcare spending is closely tied to an ageing population, can inform strategies for growth in China’s healthcare market, offering potential for long-term returns.</li>
</ul>


China's over-65 demographic is projected to grow by 50% in the next decade, driving increased demand for healthcare services, eldercare, and technology.
The healthcare sector in China presents a significant investment opportunity as the country addresses the needs of its ageing population.
Insights from the US, where healthcare spending is closely tied to an ageing population, can inform strategies for growth in China’s healthcare market, offering potential for long-term returns.


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