Asian Healthcare: A Clean Bill of Health with Tina Banerjee

In this episode, recorded on 6 April 2022, Tina Banerjee discusses why she believes Asian healthcare companies are well-positioned for stellar growth, and outlines her top picks in the sector. Asia, being home to 60% of the world’s population, is itself a massive market opportunity. However, as Asian healthcare companies scale up and gain more technical excellence, larger addressable markets are also opening up. Contents: 01:25 - Market Overview 09:15 - Top Picks 20:37 - Q&A Smartkarma users can find the presentation slides here: https://skr.ma/PQyTUjsWBw38ewUr9 Tina Banerjee is an equity research Analyst with 15+ years of experience, with an interest on fundamentally strong global healthcare companies. She has helped investors find future winners in the healthcare space by focusing on the strength and potential of the business models of such companies. Her initiating coverage reports and pitches help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. She also provides a view on the broader healthcare sector through periodic thematic reports. Follow her work: https://skr.ma/tE6fbD5ZtvQYoxCc7 This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.