Emerging Markets Discoveries

Trends in Chinese dietary changes and innovations in cancer screenings

  • Stephen Lew
24 Aug 2021
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View PDF   Download PDF  
  • As China grows richer, the waistlines of adults in the country are also expanding. Dietary changes and an increasingly urban lifestyle has altered the health profile of the Chinese population.
  • We believe that cancer screening is a paradigm shifting event with significant outperformance potential in the Emerging Markets space, particularly in China.


The views expressed are those of the portfolio managers as of August 2021 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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