KURE KraneShares MSCI All China Health Care Index ETF : Bullish and Bearish Analyst Opinions

Sentiment & Price 2 ideas • 2 voices • 2 sources
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07:08
Apr 16
Ed Yardeni President, Yardeni Research Bloomberg Markets
Health care in EMs has growth potential.
Health care sector in emerging markets, particularly in China, has strong growth potential due to aging populations and increasing domestic demand for medical services and drugs.
KURE
MED
15:01
Feb 06
D.A. Wallach Partner at Time BioVentures Meb Faber Show
Big Pharma is increasingly buying early-stage assets from China (30-40% of acquisitions vs. single digits previously). Clinical trials in China are significantly cheaper and faster. China has successfully built a biotech infrastructure that is now integrating into the global supply chain. As US/EU firms outsource early development to China for speed/cost, Chinese biotech firms become prime M&A targets or dominant players in early-stage discovery. LONG. This is a contrarian play on Chinese innovation capabilities rather than just consumer demand. Geopolitical tensions; regulatory changes regarding data acceptance (though currently improving); US restrictions on Chinese biotech.
KURE

About KURE Analyst Coverage

Buzzberg tracks KURE (KraneShares MSCI All China Health Care Index ETF) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.