Sectoral Investor Relations News Webinar: A Turning Point for the Healthcare Sector in Emerging Markets

10 September 2020|4:00 PM - 5:00 PM (Hong Kong Time)

Why did Emerging Markets healthcare underperform in the last decade?
Why is that changing now?

We welcome your participation in a live discussion on this topic – the turning point for the healthcare sector in emerging markets with:
Sean Lo – Portfolio Manager, Emerging Market Healthcare Strategy
Gary Chu – Senior Regional Director – Asia

Sean was recently interviewed by Bloomberg as a fund manager “whose fund beat 99% of its peers in the past year”: https://www.bloomberg.com/news/articles/2020-07-14/a-top-fund-manager-keeps-faith-in-health-stocks-in-second-half?sref=p1gPz48P

Highlights/Key takeaways:

  • Previously, generic pricing pressure for Indian drugs and lack of innovation driven culture in China are some of the contributors to the underperformaning.
  • EMHC is now moving up the value chain with leaders transforming into R&D-driven model
  • Strong HK Biotech IPO performance is validation for the transformation
  • EMHC is also gaining competitive advantage through economies of scale in addition to innovation
  • EMHC investing offer stronger return at lower risk compared to broad EM

Please register for what we expect to be an informative and timely discussion on the rising opportunities and developments in the emerging markets healthcare sector.

 

 

 

 

Gary Chu
Senior Regional Director – Asia
Sectoral Asset Management

 

 

 

 

 Sean Lo
Portfolio Manager
Emerging Markets Healthcare Fund

Sectoral Asset Management 

 

EVENT DETAILS

Thursday, 10 September 2020

4:00 PM - 5:00 PM (HKT)

Certificate of Attendance

1 HOURS

Format

GoTo Webinar