Presentation for Webinar: China Healthcare - Outlook and Opportunities in 2023
We're bullish on China healthcare in 2023 due to increasing household expenditure in “Long COVID” effect and the rebound of non-COVID medical...
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China Makes U-Turn on COVID Policy - Here Are the Direct Impacts and Investment Opportunities
China's U-turn on COVID policy will lead to rising infection/mortality rate.We analyzed the direct impact/investment opportunity. Under new...
684 Views
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...
678 Views
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...
385 Views
China Healthcare Weekly (Aug.26) - Policy Trend, Aier Eye Hospital, Hospital Project Construction
Policy may shift from easing medical insurance pressure to improving people's livelihood. Low endogenous demand will affect company's valuation....
507 Views