2023H2 China Healthcare Investment Strategy and Top Pick
There're structural opportunity in China healthcare in 23H2. We advise investors not to miss out.Risks remain, offloading after rebound is...
825 Views
China Healthcare Weekly (Jun.16)- 9th National VBP Update, “Noise” of Consumption Upgrading, ChatGPT
9th national VBP may include biological drugs, which is inevitable trend. Product pricing power will return to consumers themselves as “noise” of...
545 Views
Aequitas ECM Weekly (10 August 2026)- HK Trip Notes, Innolight, Shein, Manipal, Leap, LIC, Bizlink
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
157 Views
Reform in China's Medical Service Industry: SOE-Run Hospitals Usher in a Critical Turning Point
Government's attitude towards SOE-run hospitals has a significant change as new policy is released,aiming to make public medical system bigger...
591 Views
Identify New Directions of China Healthcare in 2023 – Major Changes In Highest Level Policy Document
China issued the Outline of the Strategic Plan for Expanding Domestic Demand (2022-2035), where some statements have changed, leading to the change...
606 Views