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The last addition into our Global China Thematic universe: Healthy China 2030

Nov 24, 2021 | China, Global Macro, Healthcare, Thematic

Let me introduce the last thematic completing our Global China Thematic universe: Healthy China 2030

Key takeaways

  • Fully aligned with the current 5-year plan and its $600bn of investments
  • China’s healthcare equipment market CAGR of 13.6%
  • Traditional Chine Medicine is part of the thematic
  • Medical infrastructures and innovations are onboarded
  • Broad choice of subsectors for a suitable and adaptative asset allocation
  • A thematic that will last for long
  • Increase asset allocation in China with purpose

 

4 subthemes :

  • Medical Infrastrucuture Construction
  • Internet +
  • Biopharma & Biotech
  • Traditional Chinese Medicine

 

As with other thematic, the minimum to launch the certificate, issued by BNP/Exane (rating A+), is set at $10m. For Qualified European clients only. The newly created company GATE Advisory will manage this thematic in another wrapper than AMC, in 2022.

This new thematic completes our unique offering of Macro Thematic in Chinese A-Shares.

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