China

Impact of restrictions

Rio Tinto among vulnerable firms

Extends India overweight

'Less disruption than feared'

New 'Social Progress fund'

Valuations no longer seen as drag

Face-to-face meetings important

Macroeconomic factors loom large

Four experts write

China is experiencing significant demographic shifts, and these are spurring its emergence as a new player in innovative health care, says AXA IM's Cinney Zhang.