China’s Economy:Fiscal Expansion Shall Continue rather than Stop– Comment on May Fiscal Data
China Technology - 4Q22 global smartphone shipment down 18% YoY; Continue to prefer non-smartphone plays
–Share gain continued in Golden Week
Science in Continuing Education for Pastors Pilot Project
China EconomyPMI contraction indicates continuous policy easing in 2024
Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
China Economy – PMI beat expectations as economy continues to recover
China Economy: PMI indicated continued yet slowing recovery
China Property Sector–NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment