AAA - rated Apac manager: ‘You don’t want your citizens’ medical records going to China’
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In this episode we spoke with Fay Ren, co-manager of the Cerno Pacific fund which has returned an impressive 68.9% over the past year, compared with a sector average of 29.9%.
Alongside big name Chinese tech stocks such as Tencent and Alibaba, the fund also has a 20% allocation to healthcare.
We spoke about whether Chinese pharmaceuticals and medical technology can gain legitimacy on the world stage, despite there being political tensions.
‘There’s still a lot of suspicion on Chinese pharmaceuticals’, Ren said.
The fund manager also spoke about her allocation to electric vehicle (EV) parts producers, rather than individual EV brands.
Alongside big name Chinese tech stocks such as Tencent and Alibaba, the fund also has a 20% allocation to healthcare.
We spoke about whether Chinese pharmaceuticals and medical technology can gain legitimacy on the world stage, despite there being political tensions.
‘There’s still a lot of suspicion on Chinese pharmaceuticals’, Ren said.
The fund manager also spoke about her allocation to electric vehicle (EV) parts producers, rather than individual EV brands.