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

Asian Healthcare Spend as a Percentage of GDP – the Laggards

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)

China Health care / Thematic (Sector/Industry)

<ul>
<li>The cardiovascular disease (CVD) incidence and mortality gap between China and the West has narrowed/closed relatively quickly. CVD mortality rates in China exceeded Western levels a decade ago.</li>
<li>China scores poorly for a number of leading CVD causes including diet, tobacco consumption and air pollution.</li>
<li>Given the crisis situation, the Chinese authorities are left with no alternative but to drastically increase investment in healthcare and education.</li>
</ul>


The cardiovascular disease (CVD) incidence and mortality gap between China and the West has narrowed/closed relatively quickly. CVD mortality rates in China exceeded Western levels a decade ago.
China scores poorly for a number of leading CVD causes including diet, tobacco consumption and air pollution.
Given the crisis situation, the Chinese authorities are left with no alternative but to drastically increase investment in healthcare and education.


China’s Cardiovascular Disease Crisis