【招银国际】 Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave.pdf

China Auto Sector – Inventory risk could lead to a bumpy recovery

2Q23E earnings to grow 30-65%; recovery story intact

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

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

CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade

1H24 preview： margin weakness priced in; expect gradual ASP/margin recovery in 2H

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

China Macro Monitor: A nonlinear recovery

what-insurers-can-learn-from-chinas-continuing-covid-19-recovery

Attracting_private_investment_to_fund_sustainable_recoveries_-_The_case_of_Indonesias_power_sector