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 (Mar.10)- Three Conditions to Be Biopharma, Anticipate the Collapse, DS-8201

“Sudden Death” of Silicon Valley Bank (SVB) - The Impact on China Healthcare

Bond Market Monitor: A Contempt Against Depositors

Interpretation of China’s Central Economic Work Conference for 2023

Reform in China's Medical Service Industry: SOE-Run Hospitals Usher in a Critical Turning Point

BeiGene (6160.HK/BGNE.US) - Miracles Don't Always Happen

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)

Zhangzhou Pientzehuang Pharmaceutical Co., Ltd. (600436 CH)

Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.

<ul>
<li>China’s GDP growth target of 5% for 2023 is a "deliberate decision".Chinese authorities may have seen potential downside risks of economy and hope to restore the credibility of growth target.</li>
<li>If investors fantasize about low interest rates would continue in the future, they could be disappointed. This means that investors' strategies and mentality may need to be changed in time.</li>
<li>For China healthcare, the expansion of high-quality medical resources in grassroots markets would be a big opportunity, involving reform of State-owned Enterprise-run hospitals and increasing market penetration of medical device/TCM. </li>
</ul>


China’s GDP growth target of 5% for 2023 is a "deliberate decision".Chinese authorities may have seen potential downside risks of economy and hope to restore the credibility of growth target.
If investors fantasize about low interest rates would continue in the future, they could be disappointed. This means that investors' strategies and mentality may need to be changed in time.
For China healthcare, the expansion of high-quality medical resources in grassroots markets would be a big opportunity, involving reform of State-owned Enterprise-run hospitals and increasing market penetration of medical device/TCM. 


Shenzhen Mindray Bio-Medical Electronics (300760 CH)

China's 2023 Government Work Report in 14th NPC - The Highlights and the Outlook