Healthcare reform: Winners & losers

Intelligent Investor

Independent Financial Research

The Australian healthcare sector is being turned on its head. Which stocks will benefit, and which have the most to lose? The Federal Government is hell-bent on reforming the healthcare sector. Recent reviews of the system, such as the National Health and Hospitals Reform Commission (2009), Henry Tax Review (2010), Productivity Commission (2011), National Commission of Audit (2014) and Medicare Benefits Schedule Review (2016) have recommended significant changes to the funding and delivery of healthcare. Several Government reforms are already underway and more will be progressively implemented over the next decade. WINNER: Private health insurers The crux of the problem is that Government healthcare spending has tripled over the past 30 years. Costs are growing well above inflation and things will only get worse as the population ages and the baby boomers enter retirement. Read full article here: (VIEW LINK)


Intelligent Investor
Intelligent Investor
Independent Financial Research

Intelligent Investor is an independent financial research service with a 14-year history of beating the market. Our value investing approach empowers Australians to make more informed decisions to build their long-term wealth. We off structural...

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