A-Share Market Strategy Weekly: Market Expectations Going Up
Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations
We expect 2H22E net profit to fall 23% YoY
Expect Shengyi to enter Nvidia supply chain in 2024
China Pharmaceutical & Healthcare - Expecting global funding recovery in the coming quarters
Weak 2H22 as expected; IoT/auto CCM poised to drive recovery in 2023
China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters
–Release of pent-up demand as expected
China Property Sector – Property+ Weekly: Can we expect post-CNY recovery?
Property: NBS 4M24: REI continued weakening as expected; BJ’s relaxation showed noticeable effect