In the first half of this year, the broader market index was in the doldrums, while some funds actively placing emerging industries put on a spectacular play against the adverse conditions. According to Flush statistics, Thailand's letter "Three Musketeers" Thailand letter advantage growth, Thai letter in the small cap and Thai letter blue-chip selection in the first half were 10.17%, 8.25% and 5.92% of the investment income, accounting for the top 20% of similar funds. Good performance achieved thanks to Thai letter funds layout in the emerging industries unique. In this regard, Thai Capital believes that while maintaining the original media, TMT, pharmaceutical and environmental protection and other emerging industries, while maintaining the initiative and forward-looking, mining industry segments, to find new investment hot spots. For example, the future is more optimistic about the emerging industries such as mobile healthcare, which mainly includes three parts: digital human body, personal health information platform and personalized medicine. In general, Giants have begun to layout, is expected to become the next hot spot in the capital markets.
According to the latest forecast from the Brookings Institution, the mobile medical market in China is expected to be 2.21 billion yuan in 2013 and 12.5 billion yuan in 2017, which means that the compound growth rate in the next four years will exceed 50%. Thai letter funds further pointed out that compared with the development of the United States market, China's current mobile medical is still in the United States 5 years ago level, while the primary market for mobile medical investment began in 2011, the industry pattern is still in its infancy, the real Quality companies are still relatively small, so the entire mobile healthcare market is estimated to take 3-5 years from the real outbreak. According to this estimate, the secondary market is expected to usher in a large number of mobile healthcare stocks after 2016, and the M & A market will also have a climax here and there. Mobile medical services will continue to be the focus of attention in the market.