Healthcare

Report by RedTech Advisors

With both the government and China’s largest internet companies driving change, there is enormous potential for disruption and opportunity in the country’s RMB8.3 trillion consumer healthcare sector. The two leading players in the online market, JD Health and Alibaba Health, are down ~60-75% from their peak, but with opportunities still 18-24 months out it is now a question of whether to get in before the regulatory catalysts, or to try to catch the momentum after the fact.