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 TCM (570.HK) Privatization Update - The Long Stop Date to Extend or Not?

A Rare Surge in China's Stock Market - But, This Is Not a Bull Market

Greatview Aseptic Packaging (468.HK) Update - Some New Information Worth the Attention

Greatview Aseptic Packaging (468.HK) - The Story Behind The “Hostile Offer”

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<ul>
<li>At least 10% deposits will invest in Chinese stocks in the future.Together with US$2 trillion capital that stranded overseas will flow back, 3,500 Shanghai Composite Index is just the beginning.</li>
<li>After the monetary policy, we expect to have accompanying fiscal stimulus policies introduced. However, short-term challenge lies in the uncertainty of macro environment that potential depression/Middle East war might bring.</li>
<li>Investors can consider taking profits in time for the surge in Chinese stocks,and then prepare to position themselves for the inflation trade opportunities that the dollar depreciation will bring later.</li>
</ul>


At least 10% deposits will invest in Chinese stocks in the future.Together with US$2 trillion capital that stranded overseas will flow back, 3,500 Shanghai Composite Index is just the beginning.
After the monetary policy, we expect to have accompanying fiscal stimulus policies introduced. However, short-term challenge lies in the uncertainty of macro environment that potential depression/Middle East war might bring.
Investors can consider taking profits in time for the surge in Chinese stocks,and then prepare to position themselves for the inflation trade opportunities that the dollar depreciation will bring later.


Will China's Stock Market Continue to Soar? - Here Is the Outlook and Investment Strategy