Covid-19 is going to have a huge impact on for-profit healthcare services. In the first of a two-part report, we look at what that will be at a sector and country level. Digital health looks like being a winner, Ping An claims online consultations are up tenfold, with the spectre of a crash in elective procedures hanging over for-profit hospitals and specialist outpatient chains. We also look at the likely impact on M&A. The second part of this report, focussing on the care sector, will be published next week.
March 5, 2020