Senior Living Opportunities Across the APAC and ASEAN Markets

More companies should be thinking about other markets outside of just China. The markets across the region are equally dynamic, and in some cases, just easier to get deals done on the part of senior living and home healthcare companies.


In October 2013, I wrote a column over at Forbes that argued global aging was going to be one of the most important industries and opportunities for institutional investors that my generation would see.  As the piece laid out, "With the relative mastery of communicable disease in the developed world in particular, both quality and length of life … [Read more...]

What China’s Stock Market Volatility Means for Healthcare Investors (Forbes)

"Nothing. That’s right: the volatility from the Chinese stock market over the last several weeks should mean nothing for investors in China’s healthcare economy."


"What should mean something for healthcare investors are other, deeper macroeconomic indicators that point towards challenges the Chinese healthcare sector is going to have to work through in order to achieve its often-referenced $1 trillion potential by 2020." … [Read more...]

Bed Blocking as a Key Driver for Home Healthcare in China

It's an important driver of home healthcare models in the west, but will it be in China?


Last week I had the opportunity to connect with a home healthcare client from earlier this year who is early into their work in China. We had provided an introduction into the country’s regulatory environment and how this shapes market-entry strategies for home healthcare providers. During a recent trip to Beijing, they had encountered several … [Read more...]

What One Chinese Hospital’s Struggles Suggest About China’s Insurance Reforms

Amidst lots of understandable excitement around all the changes and improvements in China's insurance system, one high profile example points towards some important lessons about the opportunities and limits of the yiabao.

Source:  Tsinghua University News, August 20, 2015, "Beijing Tsinghua Changgung Hospital Formally Starts Operation"

On the morning of August 4th 2015, the newest list for public insurance networked hospitals was published by the Beijing Human Resources and Social Security Administration. Surprisingly, Beijing Tsinghua Changgung Hospital was again not on the list. This list was the second such publicized list from Beijing in 2015, and no more updates are expected … [Read more...]

What Drives Western Hospital Systems Expanding Into China? (Forbes)

"The simple answer to this question is, of course, 1.3 billion potential customers."


"... while healthcare can conceptually be offered and sold to everyone in China, it is also one of the most highly rationalized and complicated to monetize. In fact, the faster a healthcare service provider moves beyond a conversation focused on the potential national market in China, to a more granular discussion about a specific municipality, the … [Read more...]