China Technology–Global fabless／IDM 2Q23 wrap： expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
Rapid recovery in C&l’s gas sales; county new energy business continues to heat up
Property: Weekly highlight: Strong WoW recovery at Mar end,policy relaxation continued
China Economy – Exports continued to beat expectations with uncertainty ahead
China Economy: PMI contracted as policy easing continued
Clinical development of core pipeline products continues
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
China Pharmaceutical Healthcare - Global cases continued down; Covid oral pill updates
–Share gain continued in Golden Week
Impact of Digitalisation on Operational Continuity in Resolution - Executive Summary
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