Trend of larger, more liquid hospital stocks getting more exorbitantly priced to continue: Aditya Khemka
Aditya Khemka of InCred Healthcare PMS discusses the overvaluation of hospital stocks due to liquidity chasing the asset. Liquidity is driving the higher valuations of larger hospital assets. New IPOs have had little impact on the demand supply equation in the hospital segment. Khemka also says in the Incred healthcare PMS portfolio, they own only one hospital stock -- Healthcare Global.
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