【麦肯锡】what-can-we-expect-in-china-in-2017.pdf

China Pharmaceutical & Healthcare - Expecting global funding recovery in the coming quarters

Expect $3.5bn CB dilutive effect to be short-term

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E

China Property Sector – Property+ Weekly： Can we expect post-CNY recovery？

Expect Shengyi to enter Nvidia supply chain in 2024

China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain

【Sector Research】China Property Sector–NBS Jun data： weak as expected, a tough 3Q ahead

3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing

–Expect steady 3Q23 despite macro uncertainty

We expect prudent guidance but decent margins