2021 High Conviction - Investment Opportunities in China Healthcare Industry
This article reviewed the performance of China healthcare industry in 2020 and analyzed good investment opportunities (innovative drugs, CRO/CDMO,...
718 Views
Insights on China Healthcare Policy: New Intensive Procurement Policy for High-Value Medical Devices
The article analyzed potential impact of China's new intensive procurement policy on high-value medical devices. If interested in investing China...
353 Views
China Healthcare Weekly (Oct.9)
This insight summarized the important industry viewpoints, news of listed healthcare companies and capital market review for the last week of China...
399 Views
Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
423 Views
SH/​SZ Connect Flow Weekly: Yili, Gree, Aier Eye, Wuliangye
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
301 Views