Primer: Guangzhou Kingmed Diagnostics (603882 CH) - Feb 2026
Market Leader Facing Post-Pandemic Headwinds: Guangzhou Kingmed Diagnostics is the largest Independent Clinical Laboratory (ICL) in China,...
108 Views
Shift To Defensives as $ACWI Makes Push for $93; Remain Overweight Europe; Opptys in China/HK, Japan
$ACWI, $ACWX, $EFA, and $EEM all reversing topside their 2-month downtrends. Despite this bullish short-term development, we still expect $93 to...
702 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
535 Views
China Healthcare Weekly (Aug.5) - HK IPO, Innovent, BeiGene, the Largest IVD Centralized Procurement
IVD field ushered in the largest VBP in history. Innovent/Sanofi reached major cooperation, and Innovent’s CCO resigned. We deep dived the logic...
486 Views
The Impact of DRGs Policy on China Medical System
An important remaining piece of China healthcare reform is DRGs, which will fundamentally change the existing medical environment. Investors need...
503 Views