China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?
1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery
Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave
China Construction Machinery: Near-term recovery more seasonal than structural; Pair trade opportunities
China Economy – Recovery was underway
Moving into mild recovery in 2H23E
Existing home sales recovery to be better than anticipated
Rapid recovery in C&l’s gas sales; county new energy business continues to heat up
On the road to recovery
Macroeconomic Research：Fragile Recovery Despite Signs of Economic Stabilization;Increasing Exchange Volatility Against A Stable Median
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