Healthcare poised for growth as Asia's population ages

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.

You have invested in healthcare – why is this so important to the Asian story? An ageing population is becoming more and more relevant in the region, especially in China. At the same time, the sector is already benefiting from a growing middle class in Asia, which is able to increasingly afford better and more innovative medicines. Demand for medicine and healthcare is also likely to be driven by regional governments increasing their social healthcare spending. Which regions offer the most opportunity for this sector? We see the most opportunities in China. The country’s healt...