the-innovations-behind-chinas-singles-day-shopping-phenomenon-vf
China Construction Machinery – Near-term recovery more seasonal than structural; Pair trade opportunities
China Policy – Politburo maintains pro-growth stance while ruling out big stimulus
China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate
China Sportswear Sector - Distributor‘s Jan sales flat yoy; we believe market performed better
China Technology–SMIC/Hua Hong Semi 3Q23:in-line revenue; ASP/GPM pressure to persist into 4Q23E
China’s Economy Weekly:Production Growth Momentum Slightly Weakens, Financial Market Caught in Liquidity Trap
China Property Sector:NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales
How Experts in China and the United Kingdom View AI Risks and Collaboration