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 (Aug.26) - Policy Trend, Aier Eye Hospital, Hospital Project Construction

Jafron Biomedical (300529CH) 22H1- Possibility of Logic Reversal and Upside Potential of Stock Price

CanSino Biologics (6185.HK/688185.CH) 2022H1 - It's Too Early to Be Completely Bearish on CanSino

Geopolitical Conflicts and War: The Impact on China API Industry

Wuxi Biologics (2269.HK) 2022H1 - Hard to Achieve V-Share Rebound

Taiwan Strait Dispute and China-US Tension: The Impact on China Healthcare

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

Thematic (Sector/Industry)

India Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>As tensions rise between China and the US, there is a possibility of decoupling. The cooperation and competition between the two countries in healthcare are facing a new change.</li>
<li>We analyzed the potential impact of decoupling in terms of imports and exports on API, generic drugs and medical device/consumables, technology transfer, talent flow, communications, bilateral investment, supply chain, etc.</li>
<li>The intention behind the US provocation is to contain China's rise. However, the importance of China's supply chain is irreplaceable. Ultimately, US's Allies will face a choice-who to stand with?</li>
</ul>


As tensions rise between China and the US, there is a possibility of decoupling. The cooperation and competition between the two countries in healthcare are facing a new change.
We analyzed the potential impact of decoupling in terms of imports and exports on API, generic drugs and medical device/consumables, technology transfer, talent flow, communications, bilateral investment, supply chain, etc.
The intention behind the US provocation is to contain China's rise. However, the importance of China's supply chain is irreplaceable. Ultimately, US's Allies will face a choice-who to stand with?


US-China Decoupling: The Impact on China Healthcare