U.S. Inflation Expectations During the Pandemic
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Expect strong growth to continue after the impressive 1H23; U/G to BUY
what-can-we-expect-in-china-in-2019
Weak 2H22 as expected; IoT/auto CCM poised to drive recovery in 2023
China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain
Growth beat expectations with recovery underway
–2Q23 preview: expecting strong recovery ahead
We expect 2H22E net profit to fall 23% YoY
1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders