CX Daily: Why China’s Regulators Have Cough Medicine in Their Sights
In Depth: Why China’s regulators have cough medicine in their sights. Former justice minister given suspended death sentence
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China Auto Sector – What we worried earlier is partially priced in now
Similar to Jul 2022, that figure made the best Aug wholesale volume in history and 13% higher than the second-best Aug sales occurred in 2017.
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China Auto Sector – Aug NEV: All-time high sales for tier-2 brands
Sales volume of the eight brands combined rose 117% YoY (ranged from -52% to +193%) and 2% MoM (ranged from -56% to +43%).
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GEM Weekly (5 Aug 2022): Asia PMIs, SK CPI, India Interest Rates; Alibaba, TSMC, NetEase, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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HSCEI Sep 2026 Index Rebalance Forecast
We pair a WuXi Bio ADD with a Shenzhou DELETE at mid conviction. The committee skipped WuXi Bio last review, but this time we would not rule the...
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