【IMF】U.S. Inflation Expectations During the Pandemic.pdf

what-can-we-expect-in-china-in-2018

Expect $3.5bn CB dilutive effect to be short-term

Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick

Earnings expectation is settling

Expect Shengyi to enter Nvidia supply chain in 2024

China Property Sector: NBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec

China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters

China Property SectorNBS Nov data in line, expect new policy in BJ／SH to boost secondary market in Dec

–1H23 worse than expected on slow recovery; Maintain HOLD

3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing