業力的資本

2023年8月14日,

醫療準備索賠越來越大量的可自由支配支出多數,Sheth說,2023年8月14日,23點是2023年8月14日,23點是WhatsApp Rushabh Sheth是業力資本的創始人之一。印度的經濟發展軌跡將明顯更麵向中國國內因素相比,據Rushabh Sheth是業力Capital Advisors的創始人之一Pvt.During中國的過渡階段的人均收入2200美元,至5000美元,其經濟在很大程度上是受倚重製造業的方法,Sheth采訪時表示BQ ' Niraj沙。“所以,我們稍微不同的啊……印度的經濟發展軌跡將明顯更麵向中國國內因素相比,據Rushabh Sheth是業力Capital Advisors的創始人之一和在中國的過渡階段的人均收入2200美元,至5000美元,其經濟在很大程度上是受倚重製造業的方法,Sheth采訪時表示BQ ' Niraj沙。“所以,我們略有不同的經濟的概念。然而,我們有多個從多個方向的機會,”他說。印度總是會看到大量的非必需消費品支出,這是明顯大於那些出現在一些東南亞經濟體,它經曆了一個類似的生長周期,Sheth指出。口袋裏的機會醫療Sheth看好醫療保健行業,因為它提供了巨大的增長潛力在即將到來的三到五年,由整合。“我感覺這是很長的一段路要走,因為有一個很長的跑道結構對經濟增長的醫療保健,“Sheth說。業力資本最大的曝光是藥品生產但它是“積極的”醫院的部門。 Sheth predicts a phase of consolidation in the fragmented sector. In the case of drug manufacturers, even the top 20 companies might collectively command only around 45% to 50% of the market, he said. That, according to him, represents an immense prospect given the considerable market size and potential for growth. With a population of 140 crore to serve, it's imperative to address the healthcare needs of the masses, he said. It's clear that healthcare is poised to claim an increasingly substantial share of discretionary expenditures for the majority, he said. "I think healthcare will be one sector which will see significant delta in consumer spends." Media There is a huge opportunity in the media space as the screen proliferation continues, he said. The number of players now in the space to generate content which keeps people engaged is very limited, according to Sheth. "So we think that this is inflection point for the whole media business," he said. Watch the full interview: ADVERTISEMENT