China’s Healthcare System Uncovered Online Medicine and Beneficiaries of the COVID-19 Pandemic

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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