-
China's health-care sector could be Beijing's next regulatory target, analysts say
-
China's health-care sector will probably be the next to fall under scrutiny, analysts warn, as the country's regulators crack down on everything from tech to education this year.
https://www.cnbc.com/2021/09/02/chinas-regulatory-crackdown-on-healthcare-sector-outlook-for-investors.html
[±³º¸ Á¦¾à/¹ÙÀÌ¿À ±èÁ¤Çö]
Áß±¹ ÇコÄÉ¾î ¼½ÅÍ, º£ÀÌ¡ Á¤ºÎÀÇ ´ÙÀ½ Ÿ°ÙÀÌ µÉ ¼ö ÀÖ´Ù?
- À̹øÁÖ ½ÃÁøÇÎ Áß±¹ ±¹°¡ÁÖ¼®ÀÌ "°øµ¿ºÎÀ¯"¸¦ °Á¶ÇÑ °¡¿îµ¥ ÇコÄÉ¾î ¼½ÅÍ°¡ º£ÀÌ¡ Áß¾Ó Á¤ºÎÀÇ ´ÙÀ½ Ÿ°ÙÀÌ µÉ ¼ö ÀÖ´Ù´Â Àü¸ÁÀÌ ³ª¿Í
- ÇコÄÉ¾î »ê¾÷Àº ±³À°/ºÎµ¿»ê°ú ÇÔ²² Áß±¹ Á¤ºÎ°¡ °Á¶ÇÏ´Â ¡°three big mountains¡± Áß ÇϳªÀ̱⠶§¹®
- ÀÌ¹Ì Áß±¹ Á¤ºÎ´Â ÀǾàÇ° °¡°Ý »êÁ¤¿¡ ½ÅÁßÀ» ±âÇÏ°í ÀÖ´Â »óȲ. Áß±¹ Á¤ºÎ°¡ ÀÌ¹Ì »ç±³À° ½ÃÀå¿¡ Àû¿ëÇÏ´Â ±ÔÁ¦Ã³·³ ÇâÈÄ Á¦¾à»çµéµµ °¡°ÝÀ» ¼³Á¤ÇÏ°í ÀÌÀÍÀ» Ãß±¸Çϴµ¥ ´õ Å« Á¦¾à¿¡ Á÷¸éÇÏ°Ô µÉ ¼öµµ ÀÖ¾î
- Áß±¹ÀÇ ÇコÄɾî Áö¼ö´Â Àüü Áö¼öº¸´Ù´Â ¼±¹æÇÏ°í ÀÖÀ¸³ª Á¶Á¤ °¡´É¼ºµµ ÀÖ¾î. ÇöÀç Áß±¹ÀÇ MSCI Áö¼ö´Â YTD -13% Ç϶ôÇÑ ¹Ý¸é ÇコÄɾî Áö¼ö´Â YTD Ç÷§ÇÑ ¼öÁØ. ¿©±â¼ TS LombardÀÇ ¾Ö³Î¸®½ºÆ® GreenÀº ÃÖ¾ÇÀÇ ½Ã³ª¸®¿À Àü°³½Ã MSCI Áß±¹ ÇコÄɾî Áö¼ö°¡ 10-15%±îÁö Ç϶ôÇÒ ¼ö ÀÖ´Ù°í Àü¸Á
- Âü°í·Î °³º° ±â¾÷´Ü¿¡¼´Â ÀÌ¹Ì JD Health´Â YTD -50%, Alibaba Healthµµ YTD -40% ÀÌ»ó Ç϶ôÇÑ »óȲ.
|
À̹ÌÇ×¼ ¾öû¶³¾îÁ³´øµ¥