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.

Sipai Health Technology (314.HK) - Valuation Has Collapsed, but a Reversal Is Not yet in Sight

MedSci Healthcare Holdings (2415.HK) - Lack of Control over Core Resources Is a Critical Pain Point

Pre-IPO Genecast Group - NGS Still Has Long Way to Go; Valuation Performance Is Worrying

The Future Directions of A-Share After the Tumble and the Opportunities Behind

Turnaround in China Healthcare Anti-Corruption: Impact on Company’s 2023 Results & Upcoming New Reforms

Interpretation of China’s Politburo – The A-Share Bull Market Is Coming?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Hong kong Industrials / Thematic (Sector/Industry)

<ul>
<li>How long the Fed has to maintain high interest rates sometimes does not entirely depend on the US itself, but also depends on whether other countries are willing to "cooperate".</li>
<li>As China and the US have entered deeper negotiations, investors are looking forward to some big deals, but they may also need to be psychologically prepared for "not meeting expectations".</li>
<li>Since the biggest problem restricting foreign investment inflows has been solved, incremental funds are coming. The real A-share bull market may not come until the RMB officially enters sustained appreciation channel.</li>
</ul>


How long the Fed has to maintain high interest rates sometimes does not entirely depend on the US itself, but also depends on whether other countries are willing to "cooperate".
As China and the US have entered deeper negotiations, investors are looking forward to some big deals, but they may also need to be psychologically prepared for "not meeting expectations".
Since the biggest problem restricting foreign investment inflows has been solved, incremental funds are coming. The real A-share bull market may not come until the RMB officially enters sustained appreciation channel.


2023Q4 A-Share Market Outlook and the Potential Sino-US Deals – Time to Go Long?