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 (Jul.28) - Starting Point of New Prosperity, MNCs Change Strategy, Genscript

Pre-IPO HealthyWay - The Business Model Lacks Core Competitiveness

The Future Directions of A-Share After the Tumble and the Opportunities Behind

Pre-IPO WuXi XDC - The Beautiful Story and the Truth Behind

CanSino Biologics (6185.HK/​688185.CH) - The Story Has Changed

China's VBP Policy for Pharmaceuticals – Misunderstandings, Real Impacts, and Outlook

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>On China’s Politburo, we did see some rare expressions and highlights worthy of attention. Perhaps, avoiding short-term risks is so important that China needs to temporarily put aside long-term transformation.</li>
<li>Attitude change doesn’t mean returning to old model.Since "expanding domestic demand" is placed in a prominent position, we have reason to be optimistic about the prospects of private economy/A-share market.</li>
<li>The real A-share bull market may not come immediately, but we are optimistic about the performance of A-shares in 23Q4 and 2024. We recommend investors to get prepared in advance. </li>
</ul>


On China’s Politburo, we did see some rare expressions and highlights worthy of attention. Perhaps, avoiding short-term risks is so important that China needs to temporarily put aside long-term transformation.
Attitude change doesn’t mean returning to old model.Since "expanding domestic demand" is placed in a prominent position, we have reason to be optimistic about the prospects of private economy/A-share market.
The real A-share bull market may not come immediately, but we are optimistic about the performance of A-shares in 23Q4 and 2024. We recommend investors to get prepared in advance. 


Interpretation of China’s Politburo – The A-Share Bull Market Is Coming?