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Healthcare bets

Healthcare bets

Markets value healthcare business differently in India vs the US. When seen at a subsector level, it's clear that Indian markets reward drug manufacturing, and medical care facilities, primarily the services sector. Whereas, in the US, we see markets reward product businesses such as medical devices, biotech, etc.

In India, this scenario looks good for the mid-term as well given that drug manufacturing and healthcare facilities have been ramped up recently.

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