Still positive, but wait for a better entry point after 3Q24E results
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
Positive profit alert for FY23E
China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead
–Positive takeaways from Zhuhai plant visit
China Technology – Semi field trip takeaways： darkness before dawn; fabless better positioned than SPE／materials
Review of the Fund’s Income Position for FY 2024 and FY 2025-2026
Atour Lifestyle (ATAT US)—Guidance raised and we stay positive in LT
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