Recovery in sight with clear margin expansion
China Construction Machinery: Near-term recovery more seasonal than structural; Pair trade opportunities
China Macro Monitor: A nonlinear recovery
–Soft consumption weighs on ad recovery
what-insurers-can-learn-from-chinas-continuing-covid-19-recovery
China Economy: Signs of recovery with challenges ahead
China Macro Monitor: Recovery momentum weakened
Positive on shipment recovery and capacity expansion in 2H23E
Factoring into near-term pandemic impact but recovery is in sight
3Q24 recovery on track; Poised to benefit from XR/TWS/gaming product launches in 2H24/FY25E
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