Global Macro Strategy Positions and Flows Report
Investor Positioning and Flows Dipped Further Underweight
Positive profit alert for FY22; eyeing for a good FY23E
China Banking Sector-Maintain OVERWEIGHT on valuation and positive outlook
Review of the Fund’s Income Position for FY2023 and FY2024
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
off overdone; Positive on investments and margin recovery in
Positive on multiple growth drivers ahead despite near-term drags from Jabil integration
Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E
China Technology – Semi field trip takeaways： darkness before dawn; fabless better positioned than SPE／materials
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