Edition 67: The Number India Doesn't Have
India measures autism at about 1% from a single 2018 study, runs no routine national count, and diagnoses at four to five years...
Edition 66: The Hollow Pyramid
Two of every three specialist posts at India’s rural CHCs sit empty, and the shortfall worsens the higher you climb the referra...
Edition 65: India Already Stopped Growing
NFHS-6 puts India’s fertility at 2.0, below replacement, and 1.6 in cities. The population still rises on momentum, but the eng...
Edition 63: Hospitals Don't Follow Patients. They Follow the Rupee.
Cancer is a sliver of India’s disease burden, yet oncology is the No.1 thing private hospitals are building. The reason isn’t m...
Edition 57: The 1% Problem Every Indian Pharma CEO Is Ignoring
India’s pharma market grew 8.1% last year. Only 1.5% came from real demand. Why the other 6.6% is a slow-moving crisis, and how...
Edition 56: The Orchestration Gap — Why Mid-Tier Indian Hospitals Are Losing
International patients are knocking. Mid-tier hospitals aren’t converting. What Tier-1 chains figured out about medical tourism...
Edition 55: India's biggest healthcare bet isn't a hospital
While headlines obsess over new AIIMS and hospital IPOs, India is rebuilding healthcare from the bottom up. The pyramid, eight ...
Edition 54: The Four Indias of Healthcare
Why “pan-India” is usually a lie. India’s healthcare market isn’t one market, it’s four, each with different economics, payers,...
Edition 50: India's GLP-1 Inflection Point
Semaglutide went generic and prices collapsed to ~Rs1,290/month. India’s GLP-1 market moved from premium to mass-market in one ...
Edition 49: War is quietly rewriting the rules of healthcare
The real disruption isn’t AI, it’s conflict. War breaks the three assumptions healthcare was built on, and is shifting care fro...
Edition 44: India Budget 2026: Healthcare Bets on Innovation, But Execution Will Decide
Union Budget 2026 crosses Rs1 lakh crore for healthcare and treats it as an economic growth engine, biopharma, workforce, menta...
Edition 43: EU–India FTA & Healthcare: What It Means
India and the EU concluded their largest-ever FTA in January 2026, removing tariffs on 90%+ of goods. For healthcare it’s a lon...
Edition 42: India's diagnostics boom: the next scalable Healthcare Platform Play
India’s diagnostics market is moving from lab business to platform business, doubling by the early 2030s, consolidating into na...
Edition 39: 2025 Year in Review: learnings and forecasts
Closing 38 editions of 2025: five foundational truths, execution trumps funding, digital needs embedding, the future is hybrid,...
Edition 35: India's Rural–Urban Healthcare Gap
65% of Indians are rural but 70-75% of healthcare infrastructure is urban. Only 3% of specialists practice rurally. The gap is ...
Edition 31: India's IVF Boom: Technology and Lifestyle Redefining Parenthood
India’s fertility market is a $1.6bn enterprise growing 15-18% yearly, with 3.3 lakh IVF cycles set to double by 2030. PE money...
Edition 30: Health insurance is growing, but real financial protection is not
OOPE fell to 39.4% but Indians still pay ~half of health costs out-of-pocket. Insurance growth misses the mark because it ignor...
Edition 25: From Infections to Chronic Care: India's Inflection Point
India’s disease burden has pivoted from infections to chronic and mental health conditions, the West’s transition in fast-forwa...
Edition 24: India's Pharma Paradox: Big Market, Bigger Gaps
India supplies 20% of global generics and 60% of vaccines, yet imports 65-70% of APIs from China, spends only 6-8% on R&D, ...
Edition 23: Autism 2025: Rising prevalence, real impact, enterprise role
Autism prevalence is up 300% since 2000; ~18 million Indians are on the spectrum. With costs nearing $1 trillion and neurodiver...
Edition 22: Stop Squeezing. Start Rebalancing
Healthcare is a balloon: squeeze cost and outcomes bulge out; chase outcomes and costs explode. The fix isn’t squeezing harder,...
Edition 21: Lead with the local: India proves healthcare is hyperlocal
India’s winning health model is national rails + state playbooks + trusted village relationships. With 1M+ ASHAs, 344M eSanjeev...
Edition 20: India's phygital healthcare is scaling: tap eSanjeevani
140 million consultations in, eSanjeevani is the foundation of India’s hybrid ‘phygital’ care model, and a sleeping giant of mo...
Edition 19: Monetize India's RMNCAH+N Continuum of Care
RMNCAH+N is a lifecycle business, not a one-off sale. From fertility to adolescence to nutrition, enterprises that build for co...
Edition 18: Map, Engage, and Invest in India's Healthcare Funding Landscape
India’s health system is a puzzle of public (MoHFW, Defence, Railways) and private funding. Before investing, map the money flo...
Edition 15: Act Now: Stop Funding Sickness and Invest in Prevention
Returns in healthcare come from social determinants, not reorganizing boards. Sri Lanka, Brazil, Costa Rica and Cuba show upstr...
Edition 13: Who's Paying for Healthcare in the Future?
The US coverage model is being rewritten: self-insured employers rise (117M to 122M), group insurance declines, ACA marketplace...
Edition 12: Generational shifts demand a rethink in health-benefits strategy
By 2033 millennials and Gen Z will be 73%+ of the workforce, digital-first, prevention-focused, wellness-driven. The shift from...
Edition 10: The CIO Agenda Reset: From IT Fixers to Growth Drivers
Health plan CIOs face declining enrollment and shrinking reimbursements. The reset: stop fixing IT, become a growth architect, ...
Edition 9: Navigating India's Medical Tourism Revolution
India’s medical tourism is set to leap from $6bn to $35bn by 2027 (20%+ CAGR), with 700,000+ arrivals in 2024. Four pillars, af...
Edition 8: Four is Greater Than Three: Why Health Equity Completes the Puzzle
The Triple Aim is wobbling, costs soar, experience stagnates, US life expectancy fell to 1996 levels, because it forgot equity....
Edition 7: Embrace Technology to Address the Healthcare Delivery Crisis
By 2035 the US faces an 80,000+ physician shortage as chronic disease and aging surge. AI, wearables and smart-home tech enable...
Edition 6: New Tariffs Threaten US Health Systems While Health Plans Skate By
US healthcare costs rose 146% in 25 years while incomes rose <15%. New tariffs hit break-even hospitals hard while lean heal...
Edition 5: India Must Learn from US Healthcare Failures, Not Repeat Them
Value-Based Care largely failed in the US ($15,000+ per person, up to 20% revenue in compliance). India can’t absorb it. Health...
Edition 2: Tackling physician burnout requires reimagining healthcare
48.2% of physicians reported burnout in 2023. It’s not a wellness problem, it’s a systemic signal of inefficiency. Treat it as ...
Edition 1: Private equity can transform India's healthcare, if done right
Post-COVID PE surged to $5-6bn/year, Blackstone, Temasek, KKR buying hospital chains. PE can transform Indian healthcare, but o...