【麦肯锡】disruption-and-uncertainty-the-state-of-grocery-2022-china.pdf

China Internet–Trends observed from this year’s Double 11 shopping festival

China TMT： Maintain buy XIAOMI’30-31s, XIAOMI 0’27(CB), MEITUA 0’27(CB), initiate buy on WB 3 3／8’30

China Hardware／Semi – Reality check on smartphone supply chain： Prefer Apple and RF names

China Macro 10 Charts on China’s fiscal challenges-110061384

China Auto SectorNov leading indicators’slower MoM growth partially reflected in mild Nov NEV sales

China’s Economy-HSBC PMI Rebounds, Economy Continues Pattern of Weak Stability：June HSBC Flash PMI Commentary

China Internet – Trends observed from this year’s 618 shopping festival

disruption-and-connection-cracking-the-myths-of-china-internet-finance-innovation

China Property Service Sector – 2023 a year for market leaders and survivors

china_summary