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.

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

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

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

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 stimulus policy this time is more to convey a signal that  "China will resolutely defend the bottom of the stock market”, and more importantly, complete the pricing of important assets.</li>
<li>When global central banks really need to address US’ soaring debt risk,the process of reassessing the dollar's status as a currency begins,which is the logic behind RMB's rally/gold's record highs.</li>
<li>The optimal solution to the dollar problem is a global depression, and China will not be immune. So, the current rally in stock market may not be sustainable.</li>
</ul>


The stimulus policy this time is more to convey a signal that  "China will resolutely defend the bottom of the stock market”, and more importantly, complete the pricing of important assets.
When global central banks really need to address US’ soaring debt risk,the process of reassessing the dollar's status as a currency begins,which is the logic behind RMB's rally/gold's record highs.
The optimal solution to the dollar problem is a global depression, and China will not be immune. So, the current rally in stock market may not be sustainable.


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