
Sign up to save your podcasts
Or


Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.
But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?
To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.
With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.
They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/
See omnystudio.com/listener for privacy information.
By Fidelity International4.7
77 ratings
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.
But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?
To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.
With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.
They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/
See omnystudio.com/listener for privacy information.

3,220 Listeners

520 Listeners

194 Listeners

95 Listeners

15 Listeners

52 Listeners

257 Listeners

909 Listeners

1,301 Listeners

42 Listeners

90 Listeners

73 Listeners

50 Listeners

170 Listeners

41 Listeners