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 ImmuneOnco Biopharmaceuticals (PHIP Updates) - Slow Development Progress and Gloomy Outlook

China's Extremely Rare Policy to Attract Foreign Investment and the Signals Behind

China Healthcare Weekly (Aug.18) - TCM Formula Granules VBP, Global Financing Rebound, CR Sanjiu

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

WuXi AppTec (2359.HK/603259.CH) 23H1 - Is It Time to Start Being Optimistic?

Pre-IPO HealthyWay - The Business Model Lacks Core Competitiveness

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

Thematic (Sector/Industry)

United states Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>Lower-Than-Expected policy stimulus/disappointing financial data led to sharp decline in A-share. This is because China is in the midst of economic structural transition, from rent economy/real estate to digital economy.</li>
<li>China has considered risk prevention, which is the golden time for investors to timely clean up assets under the old development model and allocate assets under the new economic structure.</li>
<li>The risk of a financial crisis remains. Share price in A-share could continue to fall. Therefore, we suggest that investors wait for the bottom to appear. Rebounds would come next.</li>
</ul>


Lower-Than-Expected policy stimulus/disappointing financial data led to sharp decline in A-share. This is because China is in the midst of economic structural transition, from rent economy/real estate to digital economy.
China has considered risk prevention, which is the golden time for investors to timely clean up assets under the old development model and allocate assets under the new economic structure.
The risk of a financial crisis remains. Share price in A-share could continue to fall. Therefore, we suggest that investors wait for the bottom to appear. Rebounds would come next.


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