Fidelity Answers: The Investment PodcastFidelity Answers: The Investment Podcast

The Investor's Guide to China: Healthcare (#30)

View descriptionShare

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 or click the following link:

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 2 playlist(s)

  1. Fidelity Answers: The Investment Podcast

    122 clip(s)

  2. The Investor's Guide to China

    33 clip(s)

Fidelity Answers: The Investment Podcast

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluabl 
Social links
Follow podcast
Recent clips
Browse 122 clip(s)