Nyhetsbrev

China domestic consumption bright spot in uncertain times

Reopening momentum building up

Confidence to navigate beyond uncertainty

Export slowdown while domestic consumption recover

Resilient domestic brands despite High external inflation

Complex market environment of high inflation and rate hikes

Rebound in China A-shares driven by domestic economic recovery

Shanghai reopening marks an milestone of the recovery

Divergent Economic Cycle - Tightening Cycle vs Domestic Recovery

Global Uncertainty and Dynamic Zero Covid-19 strategy