Healthcare equity analyst - emerging & dev mkts, daaimon

Avien Pillay

A multi-skilled investment professional with 20+ years’ experience in the developed and emerging markets across all sectors, and a strong focus on healthcare. Most of my time has been spent as a buyside and independent equity analyst. My approach is a combination of bottom-up and top-down analysis, with a strong bias to qualitative analysis.

Healthcare equity analyst - emerging & dev mkts

Understanding Drug Imbursement Price Cuts in China

Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?

daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Thematic (Sector/Industry)

India Health care / Thematic (Sector/Industry)

<ul>
<li>China’s healthcare spend has been growing faster than GDP, however it still lags a number of the other emerging markets especially in Latin America.</li>
<li>India’s healthcare spend is very concerning and has been stagnant/declining despite the high growth in GDP over the past few decades.</li>
<li>China and India need to drastically increase spend to address their critical healthcare issues or face a declining growth rate.</li>
</ul>


China’s healthcare spend has been growing faster than GDP, however it still lags a number of the other emerging markets especially in Latin America.
India’s healthcare spend is very concerning and has been stagnant/declining despite the high growth in GDP over the past few decades.
China and India need to drastically increase spend to address their critical healthcare issues or face a declining growth rate.


Asian Healthcare Spend as a Percentage of GDP – the Laggards