Upload
healthxasia
View
2.545
Download
2
Tags:
Embed Size (px)
Citation preview
Indonesia + Healthcare: Growing market, Growing demand
Economically Resilient
WHY INDONESIA?
235M people80M+ Middle Class & Growing
Underserved Healthcare sectorGrowing demand for quality care
“growing demand growing market
recession resilient”
A rapidly growing population
THE GLOBAL ECONOMIC GROWTH FORECAST, %
10.1
10.3
10.1
10.1
10.2
10.2
9.8
9.0
8.1
7.0
5.8
4.5
3.5
3.0
2.3
1.5
1.0
0-4
5-9
10-14
15-19
20-24
25-29
30-34
35-39
40-44
45-49
50-54
55-59
60-64
65-69
70-74
75-79
80+
Source: BPS , Sensus Penduduk 2010, EuromonitorTaken from 2011 Indonesia Media Landscape, Mindshare
94.7mio
Where close to 40% are wage earning adults
3rd out of 56 countries, for consumer confidence
Source: Nielsen, Global Online
Consumer Survey Q2 2011
And it's on the rise …
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2100
105
110
115
120
125
130
135
140
145
150CONSUMER CONFIDENCE INDEX
2009 2010 2011 Source: Roy Morgan Consumer
Confidence Poo
... As is consumer spending
9
Health System Summary
• Key causes of mortality moving from infectious diseases to chronic diseases (heart, diabetes and cancer)
• Low physician density• Steadily increasing per capita healthcare
expenditures (growing middle class)• Private out of pocket (OOP) spending
represents 33% of nominal healthcare expenditures (source: World Bank 2009)
10
**
*
**
*
11
**
*
*
Target Opportunities
• Mid market consumer healthcare products & services
• Corporate/enterprise healthcare services
• Digital health infrastructure/applications
Our Strategy
• Few individual assets meet PE mandates
• “Invest Corp” approach offers top down access to a range of assets with reduced portfolio risk
• Increasing value of quality assets make trade sale exits probable within 2-3 year time frames
Further Information
Joe CorriganManaging PartnerTel: +(65) 640 83344 [email protected]