Healthcare for a hearty portfolio

A theme represents a broader concept, amalgamating various interconnected sub-sectors. A structural theme, also known as a strategic theme, embodies a long-term, fundamental perspective on an investment or market trend. It is rooted in comprehensive analyses of macroeconomic, demographic, technological, and other fundamental factors expected to shape the market over an extended period. In contrast, a tactical theme reflects a shorter-term, opportunistic viewpoint influenced by near-term market conditions, price movements, or specific events impacting asset prices. Several structural themes prevail in India, such as healthcare, consumption, BFSI (banking, financial services, and insurance), manufacturing, and digital. A structural theme is propelled by shifts in the underlying economy, industry, or market structure, often exerting a lasting impact spanning years. The healthcare sector has significant long-term growth po