China Economy – Recovery was underway
-China Technology–Global SPE 2Q23 Wrap: China demand remains resilient; Awaiting upcycle after 2023 slowdown
China InternetSector: Results season to commence next week
China Property Sector:NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Insurance–9M23 CN Insurers Monthly:Life growth narrowed in line; P&C growth diverged in auto & non-auto
China Policy: Politburo signals more active credit & property easing
China_ The Next Generation of Sports Consumers
China Auto Sector – Inventory risk could lead to a bumpy recovery
Operational challenges remain; but China regulatory risk to sentiment likely settled
China Economy: Continued expansion of exports