Global Macro Strategy Positions and Flows Report
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
off overdone; Positive on investments and margin recovery in
【Company Research】China Property Sector–Mildly positive if the government relaxes pre
Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand
Scale-down of solar power expansion plan a positive move
Positive in an uncertain world: Confident CEOs reskill companies for AI-driven growth
1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution
Position on the Use of Artificial Intelligence in the Medicinal Product Lifecycle
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