In today’s briefing:
- China Healthcare Weekly (Nov.3)-Share Price Correction,Valuable Shortcut,Globalization Vs Innovation
- GEMWeekly (3 Nov 2023): China, South Korea, Taiwan Macro; Nvidia, Alibaba, Baidu, Tencent
China Healthcare Weekly (Nov.3)-Share Price Correction,Valuable Shortcut,Globalization Vs Innovation
- Globalization and innovation are two core paths for companies’ development, but with completely different effects.Instead of rushing to go global, it’s better to calm down to focus on R&D first.
- Many domestic companies choose Me-Too strategy, which is considered a “shortcut”. However, Me-Too strategy is not always successful. We analyzed different scenarios to help investors better distinguish valuable Me-Too strategies.
- There could be a potential short-term correction in healthcare sector. Since trading opportunities remain, rebound would come next, but stock-picking would not be the same as in the past.
GEMWeekly (3 Nov 2023): China, South Korea, Taiwan Macro; Nvidia, Alibaba, Baidu, Tencent
- The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: China PMI data, South Korea trade and inflation data, Taiwan GDP growth.
- Companies mentioned:NVIDIA Corp (NVDA US), Alibaba Group Holding (9988 HK), Baidu (9888 HK), Tencent (700 HK)
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