China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
Deflation continues with gradual improvement ahead
Impact of Digitalisation on Operational Continuity in Resolution - Executive Summary
China Economy: Exports continued to beat expectations with uncertainty ahead
Turnaround continues after a resilient 3Q24
China Consumer Staples:Divergence continues
Reverse roadshow takeaways: high demand continues, Maintain Buy
2Q23E V-shaped rebound to continue
Clinical development of core pipeline products continues
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E