Consumer Discretionary: Sequential improvement may support re-rating
Easing policies may boost trading sentiment in short term
May NEV retail share to hit 45%; NIO beat
Accenture-ALIP-Overview-May-2021
May NEV likely to hit second highest in history
China Auto Sector – May NEV likely to hit second highest in history
China Pharmaceutical & Healthcare:Supportive policies to TCM, VBP may be short-term pain
Georgia: Technical Assistance Report-Report on Government Finance Statistics for State-Owned Enterprises Mission (April 26-May 24, 2021)
China Economy–Deflation may gradually alleviate after credit loosening
–Sequential margin contraction indicates inventory digestions may persist till FY23E
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