The coming boom in EM healthcare

For six of the past nine years, health care has been among the top-five performing industry sectors globally. While historically most of this performance may have come from the developed world, a rising middle class and increasing disposable incomes in emerging markets are creating significant demand for healthcare, and we believe this is likely to provide a great opportunity for the sector for many years to come.

Currently, we seek to take advantage of rising disposable incomes and the current low levels of both government and consumer spending, with holdings in a number of private hospital operators across a number of countries, including South Africa, Malaysia, India and the United Arab Emirates.

We also hold some innovative domestic pharmaceutical companies, which we believe have sustainable advantages over their international competitors.

Rob Marshall-Lee – Newton, a BNY Mellon company

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