Equities investment research is organized into four industry-chains that drive China's economic development and growth. In addition to analyzing a company and comparing it vs its peers, our experienced researchers also drill down on its upstream and downstream landscape. The goal is to find superior companies with greater certainty in their growth and profitability.
Within the Advanced Manufacturing industry-chain, Rosefinch focuses on three major directions: new energy resources, new energy vehicles and new material.
New materials are a part of the government's 'Strategic Emerging Industries' plan. The development of new materials is essential in the expansion of the application range and increase in functionality of downstream end-user products. Rosefinch explores investment opportunities in the chemical engineering of new materials, focusing on carbon fiber and new energy vehicle materials.
The semiconductor industry is gigantic and has a significant impact on society. Segmental industries are continuing to benefit from the considerable support of targeted government policy. The progress in China's semiconductor industry is also a major component of the development in China's advanced manufacturing industry. Working in coordination with the advanced manufacturing industry-chain research team, Rosefinch's semiconductor investment research is focused on the upstream segments of the industry, particularly the leading companies in semiconductor manufacturing, assembly, and testing.
Over the last 10 years, China's health care stocks have significantly outperformed the A shares benchmark return. However, in comparison to the US, China's health care sector's market capitalization makes up only a small portion of the total A shares market, and hence still has large growth potential. Despite the policy reform of 2018, China's continual urbanization and growth in GDP per capita form a solid base for the sector's continuing upward trend. Rosefinch continues to monitor the growth-generating factors of the leading companies in the sector, with a focus on medical apparatus and instruments, innovative drugs, and private medical care.