In today’s briefing:
- Ohayo Japan| Fed to Hike, Yields Rise, Stocks Drop; NUGGET: NINTENDO SWITCH-More Gas in the Engine?
- 2023H2 China Healthcare Investment Strategy and Top Pick
Ohayo Japan| Fed to Hike, Yields Rise, Stocks Drop; NUGGET: NINTENDO SWITCH-More Gas in the Engine?
- OVERSEAS. US Back to Equity Declines as Fed Minutes indicate more hikes coming; Yield Rise across the curve; SPX -0.2% with Cyclicals hit hardest; New Car Sales up Again
- JAPAN. NKY Futs -0.7% vs Cash; USDJPY 144.7; RENGO confirms largest wage Hikes in 3 decades; Rakuten Securites IPO=¥100bn? is it enough for parent?; Big Buyback from Leopalace(8848)
- NUGGET. Nintendo Switch Sales still has more to run ? it would seems so -as IP is driving sales to new records in its 7th YEAR !
2023H2 China Healthcare Investment Strategy and Top Pick
- Some assets in A-share that were considered to have long-term growth but are not anymore. Then the logic of capital’s allocation in A-share isn’t based on growth, but on liquidity.
- There’s no real separation between local finance and medical insurance fund. So, there could be “surprises” during the promotion of DRGs policy. Then a slump in sentiment and valuations is possible.
- For China healthcare, there’re structural opportunities and rebounds this year. We analyzed the possible trajectory of stock price fluctuations in different sectors, and also our top pick.
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