In today’s briefing:
- Manila Politicians Weigh Ban on Pogo Gaming to Quell Beijing Threats and Improve National Image
- China Healthcare Weekly (Mar24)-Medical Device New Policy,Reassess Me-Too Strategy,TCM Is Core Asset
Manila Politicians Weigh Ban on Pogo Gaming to Quell Beijing Threats and Improve National Image
- If Pogos are ultimately banned, Macau and Philippine brick and mortar casinos could see considerable revenue benefits intermediate and long term.
- There is little chance online gaming will ever be legal in mainland China, but demand continues to grow as citizens support a huge online industry in the Philippines.
- Now politicans are questioning the risk/reward of inaction on curbing Chinese participation as both operators and customers of online casinos.
China Healthcare Weekly (Mar24)-Medical Device New Policy,Reassess Me-Too Strategy,TCM Is Core Asset
- The National Health Commission issued a new document, aiming to relax the approval of large medical equipment configuration, which would be a significant benefit for the industry.
- Whether the “Me-Better” strategy of pharmaceutical enterprises is reasonable or not depends on the understanding level of disease/molecule of the followers and the basis for early clinical project establishment.
- Unlike overseas markets, the core asset of China pharmaceutical industry isn’t innovative drugs but TCM considering policy environment.We recommend investors leave a place in portfolio to invest in TCM companies.
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