6 Insights with Topic: 医疗保健
China's biopharmaceutical industry is undergoing a landmark transformation, emerging from a period of profound recalibration to establish itself as a global powerhouse. Propelled by its talent, patient access, cost-efficient infrastructure, and catalysed by comprehensive government policies aimed at supporting the innovative drug value chain, the sector is experiencing a broad-based resurgence, with results beginning to show in earnings and valuations in the first half of the year. The journey, however, is just beginning, fueled by the impending global patent cliff and its strong value proposition: delivering high-quality, innovative medicines at an accelerated pace. This capability ensures China's biopharma sector an indispensable player in the global market, even in the face of possible geopolitical headwinds. In this article, we discuss about the leading innovators in the homegrown biotech landscape—companies well-represented in our Premia China New Economy ETF (3173/9173 HK) and Premia China STAR50 ETF (3151/9151/83151 HK), which have outperformed multiple benchmarks year-to-date and will continue to drive alpha returns for global investors, propelled by a revaluation trend driven by domestic policy tailwinds, strong external partnerships and a rising market value.
Oct 03, 2025
China’s A-share market is turning the corner, as investors looking past weak data and piling back into growth. Signs of rotation by domestic investors from bank deposits and safe haven assets to equity market increasingly validate investor confidence is back. Policy momentum, attractive valuations, and light foreign positioning are fueling a durable rally, echoing the 2016 supply-side reform. Leadership is shifting decisively to innovation-driven sectors — from biotech and healthcare to solar, AI, and robotics — where structural growth and global relevance are accelerating, and are expected to be important focus in China’s upcoming 15th Five Year Plan. In this article, our Partner & Co-CIO David Lai and Portfolio Manager Alex Chu discuss why, with sentiment improving and risk appetite returning, the best way to play China’s new growth cycle is through high-conviction exposure via Premia’s STAR50 ETF and CSI Caixin New Economy ETF.
Aug 26, 2025
China is undergoing a profound economic shift anchored in industrial upgrading and technological self-reliance. Amidst global macro uncertainties, the country's relentless focus on innovation across strategic sectors—ranging from semiconductors and artificial intelligence to robotics, green energy, and biotech—is building the foundation for sustained long-term growth. In this article, we discuss how these structural advances, often overlooked amid cyclical challenges, are already yielding tangible outcomes and positioning China at the forefront of the next wave of global industrial transformation. As policymakers are busy drafting the 15th Five Year Plan, and wrapping up the last stretch of the 14th Five Year Plan, it is also important to note how these innovation-led developments would continue to be at the forefront of the policy initiatives, and inform us of market opportunities ahead.
Jun 22, 2025
Unlike in developed markets, healthcare is actually a growing “new economy” sector in China that offers tremendous opportunities for global investors. As the Chinese economy evolves, the sector also enjoys fundamental tailwinds such as rising demand for healthcare and wellness services as living standards improve, and an aging population with low birth rates. Meanwhile being a growth sector with public interest concerns that is also popular among retail investors, the healthcare sector also experiences volatility swings and regulation tailwinds from time to time such that taking a diversified approach with consideration for fundamentals may be more optimal. In this article, we would take a closer look at the various underlying sub-segments, review their characteristics and also highlight some of the leading A-share companies driving the growth opportunities in their respective space.
Sep 20, 2022
The recent regulatory crackdowns and power suspension in China have unnerved many international investors. How to configure for opportunities under the lens of common prosperity and China’s commitment for carbon neutrality by 2060? In this article, we compare the Premia China STAR50 ETF (3151.HK) and Premia CSI Caixin China New Economy ETF (3173.HK), and discuss why they are useful implementation tools to capture long term opportunities in hardcore technology and strategic new economy sectors under the 14th Five Year Plan.
Oct 12, 2021
