So far this year, China’s healthcare sector is one of the best-performing equity asset classes globally¹ and a clear standout in a time of considerable market turmoil. While the COVID-19 outbreak provided China’s healthcare sector a recent performance catalyst, long-term structural growth opportunities have been in the works since long before the pandemic emerged.  We believe China’s healthcare sector has a bright future driven by aging demographics, the rising middle class, low spending per capita, and innovation and technological advancement.

Report Highlights:

• China healthcare sector recent highlights.
• KURE performance and subsector analysis
• Theme focus: China’s Healthcare System Uncovered
• KURE top 10 holdings fundamental metrics and earnings review