-China Technology–Global SPE 2Q23 Wrap: China demand remains resilient; Awaiting upcycle after 2023 slowdown
China Technology–Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver
christmas-trading-index-2008_xmas-wrapped-up
China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
China Real Estate Week 44 Wrap Property sales headed down in both primary and secondary markets