HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger with Taiji Group

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2024 Capital Market Outlook - Seize the Historic Opportunity of the Upcoming Dollar Reset

Thematic (Sector/Industry)

Hong kong Financials / Thematic (Sector/Industry)

<ul>
<li>The real estate markets in the US/HK are on the eve of a collapse, which could affect China's "Greater Bay Area". Chinese Mainland's financial system will face another test.</li>
<li>The Fed may “surprisingly” launch one more rate hike. Since the US has pledged its allies to provide unlimited supply of dollar, it seems to be preparing for extreme scenarios.</li>
<li>The world could become "out of imagination" in 24H2. So, we would recommend offload first in 24H1, hold enough cash, and then wait for the time to bottom-fish stocks.</li>
</ul>


The real estate markets in the US/HK are on the eve of a collapse, which could affect China's "Greater Bay Area". Chinese Mainland's financial system will face another test.
The Fed may “surprisingly” launch one more rate hike. Since the US has pledged its allies to provide unlimited supply of dollar, it seems to be preparing for extreme scenarios.
The world could become "out of imagination" in 24H2. So, we would recommend offload first in 24H1, hold enough cash, and then wait for the time to bottom-fish stocks.


24H2 Capital Market Outlook – Time to Prepare for the Upcoming Market Crash