Jun Bei Liu, portfolio manager of the Tribeca Alpha Plus Fund, writes for The Australian Financial Review.

“Most notably the leading insurers have indicated they intend to share the pain with hospitals, implying there is downside risk for the profit margins of both. The insurers plan to achieve this by limiting rate increases for private hospitals to rates well below the historic norm of 2 to 3 percent. The issue is likely to come to head in rate negotiations in the months after the election.”

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