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Kemp Dolliver, CFA的更多文章

  • China Healthcare: A Blank Slate

    China Healthcare: A Blank Slate

    The business environment in China has changed dramatically over the past two years as the government prioritized the…

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  • When Government Is Your Competitor

    When Government Is Your Competitor

    Two hallmarks of most healthcare systems outside the US are “universal” insurance coverage and separate private and…

  • So Where to List? An Update

    So Where to List? An Update

    On December 15 Hong Kong Exchanges and Clearing Limited issued the press release “HKEX Proposes Way Forward to Expand…

  • China A-Shares: Undervaluing Biopharma Innovation

    China A-Shares: Undervaluing Biopharma Innovation

    MSCI announced in June that it will add a small (0.7%) weighting in China’s A-shares to the MSCI Emerging Markets Index…

  • What the Board Can Tell You

    What the Board Can Tell You

    One aspect of our work that we’ve come to appreciate is evaluating corporate governance and assessing the boards of…

  • India Healthcare: Assessing the Challenges

    India Healthcare: Assessing the Challenges

    India’s healthcare sector has had a difficult two-year period. The BSE Healthcare Index, which primarily consists of…

  • So Where to List?

    So Where to List?

    Part of our work involves meeting with and monitoring private healthcare companies that may list in the next few years.…

  • The Taipei Field Trip

    The Taipei Field Trip

    We wrote about Taiwan’s life sciences industry a year ago (Taiwan Healthcare: Starting to Punch Above Its Weight). At…

  • The Growing China/US Healthcare Services Link

    The Growing China/US Healthcare Services Link

    We wrote about Shanda Group’s heightened interest in NYSE-listed Community Health Systems (CYH) in March (link: May I…

  • South Africa: Challenging Times for Private Hospitals

    South Africa: Challenging Times for Private Hospitals

    South Africa has been a difficult market for private hospital stocks over the past year. The shares of the three…

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