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Motilal Oswal Report
The healthcare vertical has been the fastest-growing vertical and has done heavy lifting for growth in recent times. However, with the potential return of Mr. Donald Trump as US President and the prospect of new healthcare reforms, there could be some short-term uncertainty in healthcare spending.
In this note, we explore how these potential changes might impact the healthcare sector and what it could mean for the vertical’s growth trajectory.
We also examine the implications for Indian IT companies with significant exposure to this sector, assessing how their performance might be influenced by the shifts in the US healthcare landscape.
Click on the attachment to read the full report:
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