China Insurance: Raised cap for insurer’s equity asset allocation could unleash max. RMB 1.7tn to stock market
China Pharmaceutical & Healthcare:Supportive policies to TCM, VBP may be short-term pain
Thematic investing and megatrends: China’s hyperscalers accelerate AI infra. buildout amid strengthening cloud demand
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Unlocking the First Wave of Breakthrough Steel Investments in China
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China Auto Sector2024 Outlook： Competition pushes technological advancement, overseas expansion
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China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China Auto Sector: Sep discounts widened again
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