Daily Archives: Sep 21, 2015

Connecting the dots between disparate trends can help unearth surprising opportunities in emerging markets. In our view, the impact of infrastructure investment on healthcare is a little-known link with big implications.

India provides a fascinating case study. Last year, the new government led by prime minister Narendra Modi set an ambitious target to increase national highway construction from two kilometres a day to 30 kilometres a day within two years at a cost of five trillion rupees. We believe the biggest impact can be found beyond the obvious. In our view, improvement in healthcare will enjoy a huge boost from the highway campaign because better roads make it much easier – and cheaper – for hundreds of millions of rural workers to access better doctors, clinics and hospitals. Read more