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.

A Rare Surge in China's Stock Market - But, This Is Not a Bull Market

Tong Ren Tang Technologies (1666.HK) - Undervalued; Performance Will Rebound After a Brief Headwind

Will China's Stock Market Continue to Soar? - Here Is the Outlook and Investment Strategy

China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger with Taiji Group

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

2024 Capital Market Outlook - Seize the Historic Opportunity of the Upcoming Dollar Reset

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

Akeso Biopharma Placement (9926.HK) - Would Investors Be Willing to Take a Gamble?

Thematic (Sector/Industry)

Hong kong Financials / Thematic (Sector/Industry)

<ul>
<li>The real estate markets in the US/HK are on the eve of a collapse, which could affect China's "Greater Bay Area". Chinese Mainland's financial system will face another test.</li>
<li>The Fed may “surprisingly” launch one more rate hike. Since the US has pledged its allies to provide unlimited supply of dollar, it seems to be preparing for extreme scenarios.</li>
<li>The world could become "out of imagination" in 24H2. So, we would recommend offload first in 24H1, hold enough cash, and then wait for the time to bottom-fish stocks.</li>
</ul>


The real estate markets in the US/HK are on the eve of a collapse, which could affect China's "Greater Bay Area". Chinese Mainland's financial system will face another test.
The Fed may “surprisingly” launch one more rate hike. Since the US has pledged its allies to provide unlimited supply of dollar, it seems to be preparing for extreme scenarios.
The world could become "out of imagination" in 24H2. So, we would recommend offload first in 24H1, hold enough cash, and then wait for the time to bottom-fish stocks.


24H2 Capital Market Outlook – Time to Prepare for the Upcoming Market Crash