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.

Venus MedTech (2500.HK) Vs Peijia Medical (9996.HK) Vs CardioFlow (2160.HK) - Dilemma of TAVR Market

Jinxin Fertility Co Ltd (1951.HK) - The Outlook Is Not Optimistic Even with Policy Support

China Healthcare Weekly (Apr.15)- 2022 VBP Focus, Post-COVID IVD Outlook, Undervalued Medical Device

The Impact of HFCAA on China ADR (China Healthcare Companies)

Russia-Ukraine War: The Impact on China Healthcare

Wuxi Biologics (2269.HK) 2021 Results - The Highlights and the Concerns

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>Recently, the Senate blesses bill to boost American competitiveness, restore the country’s manufacturing base and curb its reliance on China for critical supplies, especially in “medical and pharmaceutical fields”.</li>
<li>The global API industry pattern and status of China's APIs in global market are difficult to change.The US would find it difficult to enforce sanctions because of supply chain problems.</li>
<li>However, the worst-case scenario is if there's an extreme or black swan event (e.g. Taiwan Strait war), there is a risk of decoupling, which should be aware of by investors.</li>
</ul>


Recently, the Senate blesses bill to boost American competitiveness, restore the country’s manufacturing base and curb its reliance on China for critical supplies, especially in “medical and pharmaceutical fields”.
The global API industry pattern and status of China's APIs in global market are difficult to change.The US would find it difficult to enforce sanctions because of supply chain problems.
However, the worst-case scenario is if there's an extreme or black swan event (e.g. Taiwan Strait war), there is a risk of decoupling, which should be aware of by investors.


The Impact of America COMPETES Act on China Healthcare – Supply Chain Decoupling?