Key Points
Insurance and hospital stocks such as LIC, HDFC Life, Star Health, Narayana Hrudayalaya and Max Healthcare were some of their picks during the month...
Analysts say that insurance companies have managed to increase premiums on most of their existing policies by 20-30%..
Given this increase, the profitability of insurance companies is likely to improve in the coming quarters, making current valuations attractive...
Fund managers believe hospitals are a long-term structural story offering attractive valuations, prospects of consolidation with larger chains and increased healthcare spending, all of which bode well for the long-term growth of the sector..
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