【埃森哲】Accenture-ALIP-Overview-May-2021.pdf

策略周报：Sell in May？No！

China Economy: Deflation may gradually alleviate after credit loosening

Sequential margin contraction indicates inventory digestions may persist till FY23E

Luxury Industry Bi-Month Trends Focus - May&Jun

Easing policies may boost trading sentiment in short term

投资策略定期报告：“Sell in May”可能被再次验证

Consumer Discretionary: Sequential improvement may support re-rating

–Earnings cut and de-rating may end here

Property: Weekly highlight: Sales decline may widen in Sep

HeRAMS Ukraine Status Update Report May 2023 - October 2023 (Ukrainian version)