【Sector Research】China Technology–2Q23 global smartphone shipment decline narrowed; Apple／OPPO／Transsion gained share
Revisiting the Gains from Trade in EMDEs
China Heavy Duty Truck–Weichai’s multi-cylinder engine sales +71% YoY; Market share gain continues
WEF_Share_to_Gain_Report
–2Q23 net profit +81% but largely due to low base & FX gain; Staying cautious on export
China EconomyModerate export gains amid worsening import figures
Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain
Positive on Android recovery, Apple share gain and non-smartphone biz order wins
–Share gain continued in Golden Week
The Leisure Gains from International Trade
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