China ADR Privatizations: The Challenges of Getting the Best Deal
The stellar performance of China’s stock markets over the past twelve months (Shanghai +121%, Shenzhen +161%, and Hong Kong +17%) has led to a...
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More Elements of China's Healthcare Reform Beginning to Take Shape
Over the last 90 days, the State Council has announced several new policies related to healthcare reform. In addition, a investment vehicle has...
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Shanghai Pharmaceuticals (2607 HK) - Recent surge in share price makes us wary - Avoid the deal
Temasek plans to sell US$80m dollars worth of Shanghai Pharmaceutical shares, or about half of its current holding. We would avoid the deal...
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Opening of E-commerce Channel to Change China's Drug Market
Numerous press outlets report that China’s Food & Drug Administration (CFDA) will release regulations permitting online sales of...
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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