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 IVF Hospital Management Group - The Industry, the Business and the Risks Behind

China's Weight Loss Drug Market – The Investment Opportunities and the Risks Behind

Pre-IPO WuXi XDC (PHIP Updates) - Some Points Worth the Attention

GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?

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

Thematic (Sector/Industry)

Hong kong Financials / Thematic (Sector/Industry)

<ul>
<li>China holds tone-setting national financial work conference.It’s rare for the country's top leaders to directly express a high level of dissatisfaction with the financial work of the past few years.</li>
<li>China emphasizes the "political stance" of financial practitioners, who (regardless of the industry/sector they belong to) would have to face "significant changes", which are prompting investors to think ahead.</li>
<li>The era of finance as a profiteering has passed.It’s increasingly difficult to have excess returns under the banner of serving real economy, but some industries are still prioritized, indicating opportunities.</li>
</ul>


China holds tone-setting national financial work conference.It’s rare for the country's top leaders to directly express a high level of dissatisfaction with the financial work of the past few years.
China emphasizes the "political stance" of financial practitioners, who (regardless of the industry/sector they belong to) would have to face "significant changes", which are prompting investors to think ahead.
The era of finance as a profiteering has passed.It’s increasingly difficult to have excess returns under the banner of serving real economy, but some industries are still prioritized, indicating opportunities.


Interpretation of China’s Central Financial Work Conference – the Big Changes and the Outlook