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.

Merck Puts Eye-Popping $9.3B in ADC Deal with Kelun - The "New Story" Is About to Begin

Jinxin Fertility Co Ltd (1951.HK) - Hard to Achieve Performance Reversal in 2023

China Healthcare Weekly (Jan.1) - NRDL Negotiation Turnaround, Pullback of TCM, Biotech Sales System

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

China Healthcare Weekly (Dec.16) - ICU Expansion, Abnormal Medical Demand, Dying Chapter 18A of HKEX

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

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

Thematic (Sector/Industry)

Hong kong Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<ul>
<li>The annual Central Economic Work Conference was held to plan for 2023. We analyzed our interpretation. Sometimes we need to be "romantic" to understand some basic assumptions.</li>
<li>China'll be more committed to economic growth after the big shift in COVID policy. However, we may face a situation where both domestic and external demand would weaken next year.</li>
<li>When paying attention to changes, we should see whether the external environment supports such changes. For investors, our advice is that many things should be done according to the trend.</li>
</ul>


The annual Central Economic Work Conference was held to plan for 2023. We analyzed our interpretation. Sometimes we need to be "romantic" to understand some basic assumptions.
China'll be more committed to economic growth after the big shift in COVID policy. However, we may face a situation where both domestic and external demand would weaken next year.
When paying attention to changes, we should see whether the external environment supports such changes. For investors, our advice is that many things should be done according to the trend.


Interpretation of China’s Central Economic Work Conference for 2023