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.

China Healthcare Weekly (Dec.15)-BMS/Biokin $8.4B Eye-Popping Deal, NRDL Negotiation Result, Haoyuan

China's Central Economic Work Conference – Something You May Not Be Aware Of

Pfizer Inc (PFE US) - Continue to Lose Its Way in the Post-Pandemic Era

China’s China Weight Loss Drug Market Update – the Negatives and the True Colors

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

WuXi XDC (2268.HK) - How Long Will the Rally Last?

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

Thematic (Sector/Industry)

United states Industrials / Thematic (Sector/Industry)

<ul>
<li>Based on Fisher's Law M*V=P*Q, the interest rate hikes in the US and management issues in China have led to continuous decline of V, thus forming the illusion of deflation.</li>
<li>The Fed’s rate hike is nearing its end. The huge amount of dollars need to be matched with corresponding assets. The only place with a matching assets pool is China.</li>
<li>If there’s a serious economic stagnation, recession, combined with hyperinflation, there may be a historic great depression. How China will respond is the key to determine the future global landscape.</li>
</ul>


Based on Fisher's Law M*V=P*Q, the interest rate hikes in the US and management issues in China have led to continuous decline of V, thus forming the illusion of deflation.
The Fed’s rate hike is nearing its end. The huge amount of dollars need to be matched with corresponding assets. The only place with a matching assets pool is China.
If there’s a serious economic stagnation, recession, combined with hyperinflation, there may be a historic great depression. How China will respond is the key to determine the future global landscape.


2024 China’s Capital Market Outlook - Santa Claus Is Knocking on the Door