Review of the Fund’s Income Position for FY2023 and FY2024
off overdone; Positive on investments and margin recovery in
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
China Banking Sector-Maintain OVERWEIGHT on valuation and positive outlook
【Company Research】China Property Sector–Mildly positive if the government relaxes pre
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Global Macro Strategy Positions and Flows Report
–Positive takeaways from Zhuhai plant visit
Accelerating import substitution; positive outlook of 2023E
China Technology – Semi field trip takeaways： darkness before dawn; fabless better positioned than SPE／materials
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