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.
- 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