
I Studied India's ENTIRE Recession-Proof Healthcare Sector
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About this episode
In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.
We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnostics, API companies, and emerging segments like GLP-1 drugs and medical devices.
Along the way, we decode the unit economics of each segment, understand where the real money is made, and analyze 40+ companies across the healthcare space to identify the fastest-growing businesses.
If you want to understand healthcare as an investor — from basics to advanced insights — this episode gives you a complete framework.
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