From NHI to emigration, the headwinds facing health care in South Africa are driving a reconfiguration in the private sector. It’s likely to affect medical aid schemes and private hospital operators alike.
It’s not just the uncertainty about National Health Insurance that is weighing on South Africa’s health-care sector. The scourge of emigration is also taking a toll — particularly on listed hospital groups.
Uncertainty in the sector is clear from private hospital stock prices: Netcare is down 10.8% since the beginning of 2022 and Life Healthcare has shed 28%. That’s against the FTSE/JSE all share index’s 0.8% gain...If you have already registered or subscribed, please sign in to continue.
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