Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
China Economy – Exports continued to beat expectations with uncertainty ahead
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
what-can-we-expect-in-china-in-2017
China Economy – PMI beat expectations as economy continues to recover
4Q23E earnings surged 31-71% YoY, above expectation
what-can-we-expect-in-china-in-2018
–1H23 worse than expected on slow recovery; Maintain HOLD
China Property Sector – NBS 2M23 data： Strong as expected
China Pharmaceutical & Healthcare: Expecting global funding recovery in the coming quarters
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