PARESH T.THAKKAR

Self Employed And Interest in Travel, Equity Market, Food, Yoga!

[PARESH T.THAKKAR @pareshthakkar97]

https://t.co/vKXRPrdCeJ

[anand mahindra @anandmahindra]

Recently watched this clip on India's medical tourism boom, and it got me thinking about what's still missing.

So I did some quick online research.

Our cost advantage over the West is enormous, on almost every procedure. Yet we rank only 10th globally. Behind Thailand, Turkey, Malaysia & Singapore.

Because this business isn't won on price alone. It's won on trust. And trust is built in small moments: the airport, the taxi, the ward, the food, the speed of service, the warmth of the welcome & the goodbye.
One bad link & the price advantage stops mattering.

Hotels worked this out long ago. They map the whole journey & find the 'moments of truth' that make or break confidence.

And to help manage those moments, in medical tourism we will have to create a concierge layer that turns a hospital visit into a seamless journey, from arrival to departure.

As for expanding locations, Goa & Vizag have the flights & the hospitality infrastructure. Bring in the hospitals & specialists & they could be next.

The emerging super-cities like Amravati & GIFT City should plan for health districts now. But frankly, doctors don't follow master plans, they follow medical colleges. That takes 15 years, not 5.

India's medical tourism market is set to nearly double by 2030. I think that is inevitable. This is going to be a significant growth opportunity for our economy.

However, I believe the real question is simpler: do we just want to be the world's cheapest, or the place people trust to deliver an overall seamless experience?
That's going to be hard work to accomplish.

It's going to be absolutely essential to do that work, because what we're actually selling is not only procedures, but peace of mind while fixing the body.

[PARESH T.THAKKAR @pareshthakkar97]

@StockFundas101 @microcp2mltibgr @sriranganek Can you share file please

Thanks in advance.

[PARESH T.THAKKAR @pareshthakkar97]

@mohak_ailani Bajaj finance

[PARESH T.THAKKAR @pareshthakkar97]

@rlnarayanan Eye opening analysis and every small investor should read and learn from your experience.

[PARESH T.THAKKAR @pareshthakkar97]

@rlnarayanan Very well put

[PARESH T.THAKKAR @pareshthakkar97]

@WealthEnrich Subscribe yesterday.
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[PARESH T.THAKKAR @pareshthakkar97]

@LearningEleven Sir,
Can you send details of Portfolio construction ideas such as sector selection, script among sector , allocation & holding period .
Your wide experience will guide,.novice investors like me.

[PARESH T.THAKKAR @pareshthakkar97]

@MithunSarkari Tatva Chintan

[PARESH T.THAKKAR @pareshthakkar97]

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[PARESH T.THAKKAR @pareshthakkar97]

#NewXAndroidFeedback

[PARESH T.THAKKAR @pareshthakkar97]

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[PARESH T.THAKKAR @pareshthakkar97]

@ActusDei Global

[PARESH T.THAKKAR @pareshthakkar97]

@moneyworks4u_fa

[PARESH T.THAKKAR @pareshthakkar97]

@LearningEleven kindly confirm , if subscribed in web url , can we read / listen on mobile app of X ( twitter }

[Sandeep Kulkarni @moneyworks4u_fa]

I continue to believe a lot of pain is already factored in by the markets and near-term downside looks quite limited to me. Unless this stalemate drags on for another 3-4 months or if there is an equivalent of Pearl harbor/Hiroshima-Nagasaki it is unlikely that we will see a significant down move from this level.

Every big buying opportunity has this extreme uncertainty about a particular event. In 2008 it was about domino effect of Lehman collapse, in 2020 it was about effects of the lockdown and how long it would last, in 2022 it was a threat of a nuclear attack by Russia and an imminent recession sur o rate hikes/QT. Today there is fear about blowing up power plants, desalination plants, steel plants, etc.

In such periods, I like to fall back on the teachings of my guru Howard Marks. Check out this excerpt about investing sacred with intellectual humility. RT if it makes sense to you in these times.

[PARESH T.THAKKAR @pareshthakkar97]

@mananjhaveri @mohak_ailani Great in depth analysis.

[PARESH T.THAKKAR @pareshthakkar97]

Very well studied and indepth analysis. Must Read and Follow

Learning from Superinvestors #3 - Govind Parikh Ji https://t.co/itqwy0hoHA

[PARESH T.THAKKAR @pareshthakkar97]

@invest_mutual

[PARESH T.THAKKAR @pareshthakkar97]

@invest_mutual