In today’s briefing:
- US Banks – Weekly Balance Sheets Show Major Loan Deceleration
- China Healthcare Weekly (Jun.16)- 9th National VBP Update, “Noise” of Consumption Upgrading, ChatGPT
US Banks – Weekly Balance Sheets Show Major Loan Deceleration
- Weekly US bank data shows sharply decelerating loans at the largest 25 banks
- Core to the economy are C&I loans which are showing the pace of growth down 72%
- Small US banks appear to be seeing off-balance sheet CRE loans moving on balance sheet
China Healthcare Weekly (Jun.16)- 9th National VBP Update, “Noise” of Consumption Upgrading, ChatGPT
- According to the latest requirements of NHSA, the inclusion of biological drugs in VBP is an inevitable trend, and seven varieties could be included in the upcoming 9th national VBP.
- When the “noise” of consumption upgrading fades, the so-called product pricing power doesn’t belong to enterprises, but would return to consumers themselves.This is what companies/investors need to be aware of.
- We hope that investors can rationally see the applications and impacts of ChatGPT in the medical field. Its popularity and adoption may not be as fast as expected.
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