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.

Pre-IPO Shandong Boan Biotechnology - Conservative About the Outlook

ClouDr Group (9955.HK) - Positive Profit Alert for 2022, Thoughts on Business Model and the Concerns

China Healthcare Weekly (Dec.25) - OK Lens VBP, Angelalign, Extraordinary 2022 for Pharmaceuticals

China to End Zero COVID Policy? - Reexamine the Reopening Timeline and Potential Impact

Alibaba Health Information Technology (241.HK) FY23H1 - Concerns Behind the Performance Turnaround

The Future Directions of A-Share After the 20th National Congress of the CPC

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

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>China's relaxation of COVID-19 control measures is much faster than expected. Due to rising infection rate and mortality rate, China would bear some pressure in the short term. </li>
<li>We analyzed the direct impacts due to COVID policy shift and related investment opportunities. The hardest time of three-year COVID-19 has passed.The playbook of the pandemic is about to end.</li>
<li>With the new leadership taking office, China will be more committed to economic growth after the Two Sessions. Starting from 2023H2, China could formulate independent financial/monetary policies. China will change. </li>
</ul>


China's relaxation of COVID-19 control measures is much faster than expected. Due to rising infection rate and mortality rate, China would bear some pressure in the short term. 
We analyzed the direct impacts due to COVID policy shift and related investment opportunities. The hardest time of three-year COVID-19 has passed.The playbook of the pandemic is about to end.
With the new leadership taking office, China will be more committed to economic growth after the Two Sessions. Starting from 2023H2, China could formulate independent financial/monetary policies. China will change. 


Beijing Tiantan Biological Products (600161 CH)

Ping An Healthcare and Technology (1833 HK)

China Makes U-Turn on COVID Policy - Here Are the Direct Impacts and Investment Opportunities