Investor interest in China picked up in Jan – early Mar, some started to marginally increase allocation to Chinese market – research >>>
China’s inflation expected to ease in Mar, PBOC to cut policy rates by 10 – 20 bps this year – research >>>
China’s per capita tourism spending in Qingming holiday tops 2019-level for first time – research >>>
Tencent to see several positive catalysts; narrowing in Prosus’ stake cut, increase in stock buyback to ease market concerns – research >>>
Chinese new economy stocks’ outlook remain challenging, Meituan, Tencent, NetEase, PDD favored – HSBC Global Research >>>
NetEase valued at over 30% discount to global peers, several catalysts to drive share price upwards in next 6 – 12 months – research >>>
