【IMF】Can Fiscal Consolidation Announcements Help Anchor Inflation Expectations?.pdf

China Auto Sector – Jun leading indicators： NIO weaker than expected

Expecting steady cloud revenue growth

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E

China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?

FY22 net margins better than expected

China Property Sector–NBS Aug data in-line, expect better recovery in Sep-Oct but sustainability is uncertain

Sales exceeding expectations and achieving non-GAAP profitability

Expect solid 2023E earnings; Higher free float to boost valuation

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations