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Logical Financing

Volume 1, 2014

On January 11, CEIBS Alumni Finance and Investment Club invited “New Fortune” Gold-Medal Bio-Medical Industry Analyst and Chief Bio-Medical Industry Analyst of CITIC Securities Zhang Mingfang to the school’s Shanghai Campus to share her views on the industry’s development and investment logic for 2014.

Recently unveiled policies for the medical industry touch on issues such as: reform of public hospitals, crackdown on bribery, improvement of the medical insurance system, encouragement to develop private hospitals, allowing families where either parent is an only child to have a second child, etc. The market took notice when each policy was released. Zhang shared her thoughts against the backdrop that there had been a wave of growth in the industry in 2013, and questions surrounding what’s ahead for 2014. She noted that the medical industry has to rationalize its investment logic before choosing stocks, and explained the three major changes for the industry in terms of medicine, medical insurance, etc. She also analysed the investment logic brought by these changes.

The lecture, hosted by the club’s council member Xu Zhilin (EMBA 2005), was attended by about 90 alumni.