Politics aside – the news hitting the market is in the hospital sector with AIA officially stopping to sell lump-sum health insurance policies and they have some 25% of the market. Meh IMO, though if people are going to finally look at the rubbish private Thai hospitals are adding to the bills…perhaps it will hurt margins. But the trend is clear in Thailand, the growth over the past decade has been international patients and unless the Arabs and Europeans cut back on this, Thailand’s position in this space maintains, but growth? Let’s see…