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foreign [Music] Healthcare PMS portfolio Top Line grew at a much more impressive clip than the bottom line did now you could argue multiple reasons could have been there the the least non-obvious reason is the fact that costs for all companies across the world have been high and that would have hit the companies in the portfolio as well the fund manager now believes that there is a potential for the profit growth to return to normal albeit outstrip the Top Line Road the question therefore that arises is that at a point of time when sector Roe and Price to Book multiples are at the lower rates or the lowest in some time is it a good time to try and invest in the healthcare space that is in fact on the principal talking points with Incredible today well also talk to him about whether the API cdmo uh space has some structural problems or are these cyclical issues well talk to him about the legitimacy of his contrarian view on diagnostic stocks we talked to them about hospitals and whet
