In the article, titled “Where to Invest $10,000 right now,” Ms. Ketterer said the profitability growth will be fueled by the demand for healthcare in China.
“With rising disposable income per capita, China’s demand for healthcare, especially top-tier hospital services, exceeds supply,” said Ms. Ketterer. To address this issue, the government plans to welcome private capital into the industry, which will likely lead to the creation of private hospitals that offer higher quality care.
This change, among other reforms, will alter China’s healthcare environment. When combined with “inevitable consolidation” within China’s healthcare sector, these reforms will improve efficiency and lead to higher profitability in areas such as hospital management, drug and medical equipment distribution, private supplemental health insurance, and new drug discovery and launch, according to Ms. Ketterer.
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