Thematic investing and megatrends: China’s hyperscalers accelerate AI infra. buildout amid strengthening cloud demand
Travel demand remains resilient
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
Semiconductors: Nvidia’s 1Q beat and solid 2Q guidance confirm AI demand remains resilient
Improving CNY sales; Stay Neutral on demanding valuation
Looking beyond release of pent-up demand to globalization
Is AI already boosting US power demand?
Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand
The MRO Demand Challenge
China Economy – Inflation declines as aggregate demand remains weak
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