It’s Not Gold or Crypto : THIS Sector Is Quietly WINNING in INDIA | Aditya Khemka | FWS 90
Published: 2026-01-10
Status:
Available
|
Analyzed
Published: 2026-01-10
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The speaker predicts that the hospital sub-sector within healthcare will be the fastest growing in India.
"So I think the fastest growing sector in healthcare is hospitals."
Pending
India has significantly fewer hospital beds per capita (0.8 per 1,000) compared to the global average (2.7 per 1,000, or 27 per 10,000), indicating substantial room for growth in hospital infrastructure.
"India today has 0.8 beds per thousand population. ... The global average is 27 bets per 10,000 population."
Pending
The Indian diagnostics market is projected to grow at 10-11% annually, with the organized sector expected to grow even faster at 12-20%.
"The entire diagnostic market in India is growing at 10 11%. The organized guys are obviously growing faster. So they are growing 12 15 20%."
Pending
India is positioned to capture a significant portion of the global pharmaceutical raw material (API) market share currently dominated by China, shifting from 10% to potentially higher percentages.
"India has about 10% and Eastern Europe has 10%. So that's basically the entire 100%. ... India sells API worth about $4 billion China sells about $40 billion. ... some of that market share will shift to us."
Pending
Healthcare Global Enterprises (HCG) is trading at a lower valuation (30x earnings) compared to Apollo Hospitals (50x earnings), despite HCG's specialized oncology focus offering potential for higher recurring revenue.
"HCG uh 9,500 cr market cap 320 cr cash flow. So 30 times. ... Apollo hospital 1 lakh cr market cap 2,000 cr uh cash flow. So 50 times earnings."
Pending
The speaker predicts that India will become the global cancer capital by 2030.
"By 2030 India will be the cancer capital of the world."
Pending
Krishna Diagnostics has achieved 100x revenue growth from INR 8 crore in 2011 to INR 700 crore in 2025, demonstrating significant expansion.
"Krishna as a business started in 2011 they have ... Today 2025 that's 700 crores of revenue. Wow. 100x revenue growth in 14 years."
Correct
Thyrocare stands out in the Indian diagnostics market with 97% of its tests conducted in NABL-accredited labs, significantly higher than the industry average of 2%.
"Thyroare is the only lab in our country where 97% of the tests are done in NABL accredititated labs. ... Thyroare has 97% NABL accredititated labs. ... the economy average as in Indian average is 2%."
Pending
The speaker identifies healthcare (and education) as recession-proof businesses that will perform well regardless of economic cycles.
"Will your kids still go to school, ... Education and healthare. Education and healthcare are recession proof businesses across cycles"
Correct
The speaker predicts that inflation in India will significantly increase within the next 18-24 months, contrary to current low reported numbers.
"I'm thinking most people will be talking about inflation ... in the next 18 to 24 months inflation will go up."
Pending
During past inflationary periods (2010-2013), consumer staples, oil & gas, commodity producers (steel, aluminum), and healthcare sectors outperformed others.
"consumer staples ... oil and gas companies ... Commodity companies, steel, aluminum producers ... healthcare"
Correct
A potential return to a gold standard following dollar debasement could reposition India as one of the world's wealthiest nations.
"So if tomorrow a dollar debasement happens a currency debasement happens and if all of us go back to a gold standard for instance India will again be one of the richest countries in the world."
Pending
China has significantly reduced its holdings of US bonds, selling an estimated $450-500 billion from a peak of $1.2 trillion.
"China at the peak had 1.2 trillion in US bonds. ... Today I think that number is about 750 billion. So they have already sold 450 500 worth of billion dollars of US bonds."
Correct
India's total gold reserves, including household holdings and RBI reserves, are estimated to be between 12,000 and 13,000 tons.
"RBI they say they have about 7800 tons of good but if you read research reports Indian households plus RBI we have 12 to 13,000 tons of gold."
Pending
The speaker views healthcare as a secular growth sector with a runway of approximately five decades.
"healthcare ... It's five decades of runway"
Pending
Gold and silver are recommended as hedges against potential currency debasement and global crises, while healthcare is seen as a strong performer in stable economic conditions.
"Gold and silver are the H2. Any global you know problems occurring. My money is in healthcare. If everything is okay, my economy healthcare will do best."
Correct