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The Investor's Guide to China

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

Jun 7, 2024
Delve into Chinese healthcare's diverse sectors, growth, and challenges amid an aging population. Explore investment opportunities in biotech, traditional medicine, and medical devices. Learn about government regulations, innovation, and market trends affecting Chinese healthcare companies.
33:50

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Quick takeaways

  • Chinese healthcare sector offers strong investment potential due to innovative companies and aging population driving demand growth.
  • Medical devices sector in China presents significant growth opportunities, with domestic companies gaining market share globally.

Deep dives

Overview of Chinese Healthcare Sector

China's healthcare sector encompasses diverse sub-sectors such as pharmaceutical companies, traditional Chinese medicine, and medical equipment. There is an increasing demand driven by the aging population, with projections indicating potential annual healthcare spending of $2.5 trillion by 2035, compared to $500 billion in 2014. Chinese healthcare companies are expanding globally, with opportunities in emerging markets.

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