Daily Reflection on China
Daily Reflection on China Podcast
What's So Special About Mindray?
0:00
-6:56

Paid episode

The full episode is only available to paid subscribers of Daily Reflection on China

What's So Special About Mindray?

Taken from our Resilience of Corporate China webinar (October 2020)

Speakers: Charlie Chen and Qi Wang of MegaTrust Investments

We like Mindray (300760.SZ) an emerging global leader in medical equipment.

In my previous posts and also on CNBC recently, I mentioned China need to increase infrastructure spending in order to repair the economic damage from the zero-covid policy. Medical infrastructure will be an important par…

Listen to this episode with a 7-day free trial

Subscribe to Daily Reflection on China to listen to this post and get 7 days of free access to the full post archives.

Daily Reflection on China
Daily Reflection on China Podcast
Local insights, timely updates, long-term thinking and actionable ideas (NO INVESTMENT ADVICE). Created by Qi Wang CFA, a Chinese portfolio manager with 25 years of hands-on experience.