Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Covid-19 / Caixin Explains: Why countries are putting curbs on travelers from China</li><li>Village banks / Henan village banks start reimbursing large depositors</li><li>Regulator / China’s banking regulator appoints first vice chairwoman</li></ul>

Covid-19 / Caixin Explains: Why countries are putting curbs on travelers from ChinaVillage banks / Henan village banks start reimbursing large depositorsRegulator / China’s banking regulator appoints first vice chairwoman

CX Daily: Why Countries Are Putting Curbs On Travelers From China

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

<ul>
<li>The 20th National Congress highlighted the importance of autonomy and controllability of key supply chains. So, the most obvious opportunity in China healthcare is import substitution.</li>
<li>For the investment logic of import substitution, we’re more inclined to focus on medical devices sector rather than pharmaceutical sector due to more obvious policy catalysts and higher certainty.</li>
<li>We analyzed our top picks (both medical device sector and others in 2023). After a challenging year, we think that China healthcare in 2023 would be very promising.</li>
</ul>


The 20th National Congress highlighted the importance of autonomy and controllability of key supply chains. So, the most obvious opportunity in China healthcare is import substitution.
For the investment logic of import substitution, we’re more inclined to focus on medical devices sector rather than pharmaceutical sector due to more obvious policy catalysts and higher certainty.
We analyzed our top picks (both medical device sector and others in 2023). After a challenging year, we think that China healthcare in 2023 would be very promising.


2023 High Conviction - China Healthcare: Recognize the Direction and Follow the Trend

<ul>
<li>The recent rally in healthcare is mainly driven by medical device sector. But investors are advised to exit in time before the truth is revealed.</li>
<li>For pharmaceutical sector, it may not be as lucky as medical device sector.Even if it has followed the positive momentum of medical device sector, stock price would diverge after that.</li>
<li>We won't take any chances on CXO due to geographical conflicts and overseas policy risks, with "no reversal signal". We updated our top picks in various sectors. </li>
</ul>


The recent rally in healthcare is mainly driven by medical device sector. But investors are advised to exit in time before the truth is revealed.
For pharmaceutical sector, it may not be as lucky as medical device sector.Even if it has followed the positive momentum of medical device sector, stock price would diverge after that.
We won't take any chances on CXO due to geographical conflicts and overseas policy risks, with "no reversal signal". We updated our top picks in various sectors. 


About the Recent Rebound in China Healthcare and the Future Direction (Updated Top Picks)

<ul><li>Steel / Cover Story: China’s steel industry at a crossroads as long winter looms</li><li>Covid-19 / 33 cities in China are under some sort of lockdown</li><li>Hack / China accuses the U.S. of hacking a leading aerospace university</li></ul>

Steel / Cover Story: China’s steel industry at a crossroads as long winter loomsCovid-19 / 33 cities in China are under some sort of lockdownHack / China accuses the U.S. of hacking a leading aerospace university

CX Daily: China’s Steel Industry at a Crossroads as Long Winter Looms

<ul>
<li>
Caixin Explains: Washington’s drive to hobble Chinese chipmaking
</li>
<li>
Communist Party’s 20th National Congress to kick off on Oct. 16
</li>
<li>
Shenzhen schools delay fall term as city braces for fresh Covid outbreak
</li>
</ul>



Caixin Explains: Washington’s drive to hobble Chinese chipmaking


Communist Party’s 20th National Congress to kick off on Oct. 16


Shenzhen schools delay fall term as city braces for fresh Covid outbreak



CX Daily: Washington’s Drive to Hobble Chinese Chipmaking

China

CanSino Biologics Inc. develops and manufactures biological vaccine products. The Company discovers quadrivalence meningococcal conjugate, pneumococcal polysaccharide, and adenovirus vector-based tuberculosis vaccines for human use. CanSino Biologics serves customers worldwide.

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CanSino Biologics (688185 CH)

CX Daily: Why Countries Are Putting Curbs On Travelers From China

Caixin Explains: Why countries are putting curbs on travelers from China. Henan village banks start reimbursing large depositors

Caixin Global

2023 High Conviction - China Healthcare: Recognize the Direction and Follow the Trend

The most obvious opportunity in China healthcare is import substitution,based on which companies in medical device sector are expected to have good...

Xinyao (Criss) Wang

About the Recent Rebound in China Healthcare and the Future Direction (Updated Top Picks)

There's catalyst in medical device sector, leading to the recent rebound, but investors should exit in time before the truth is revealed. After the...

Xinyao (Criss) Wang

CX Daily: China’s Steel Industry at a Crossroads as Long Winter Looms

Cover Story: China’s steel industry at a crossroads as long winter looms. 33 cities in China are under some sort of lockdown

Caixin Global

CX Daily: Washington’s Drive to Hobble Chinese Chipmaking

Caixin Explains: Washington’s drive to hobble Chinese chipmaking. Communist Party’s 20th National Congress to kick off on Oct. 16

Caixin Global

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