Read more about the article The Manipal IPO: A Structural Inflection Point in Indian Healthcare
The IPO of Manipal Health Enterprises is being discussed largely through the usual lenses—valuation, margins, growth, and listing gai

The Manipal IPO: A Structural Inflection Point in Indian Healthcare

The IPO of Manipal Health Enterprises is being discussed largely through the usual lenses—valuation, margins, growth, and listing gains. That is a mistake. This IPO is not just another healthcare…

Continue ReadingThe Manipal IPO: A Structural Inflection Point in Indian Healthcare
Read more about the article Healthcare Capital Gets Disciplined: Why Scale and Execution Won in Late 2025
Healthcare Capital Gets Disciplined: Why Scale and Execution Won in Late 2025

Healthcare Capital Gets Disciplined: Why Scale and Execution Won in Late 2025

October–November 2025 marked a decisive shift in capital flows into healthcare. After several years of exuberance, experimentation, and valuation-led bets, investors are now demonstrating far greater discipline. The signal is…

Continue ReadingHealthcare Capital Gets Disciplined: Why Scale and Execution Won in Late 2025