A conservative guidance but is priced in
Strong 2Q guidance points to a robust 1H23
Atour Lifestyle (ATAT US)—Guidance raised and we stay positive in LT
Supplement to The Guidance Note for The Use of Third-Party Indicators in Fund Reports
Guidance Document on Integrated Approaches to Testing and Assessment (IATA) for Phototoxicity Testing
China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
Operational Guidance Note for IMF Engagement on Social Spending Issues
China Sportswear Sector – We expect prudent guidance but decent margins
China Technology–Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance
–Full-year guidance unchanged