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3 Insights with Topic: 醫療保健

China healthcare: taking stock of growth drivers inside Premia China new economy strategy
insightChina healthcare: taking stock of growth drivers inside Premia China new economy strategy

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

Configuring for China opportunities – Premia STAR 50 ETF and China New Economy ETF as building blocks in the new normal?
insightConfiguring for China opportunities – Premia STAR 50 ETF and China New Economy ETF as building blocks in the new normal?

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

尋找成長賽道:驅動生產力爆發的亞洲創新科技
insight尋找成長賽道:驅動生產力爆發的亞洲創新科技

我們觀察到資產配置模式在轉變:在傳統的地域或因子主導的基礎模式上需要注入更多對新舊產業區分及大趨勢發展的考量,從而在經濟結構性改變中捕捉到長期超額收益。

Jan 15, 2021