This slide evaluates the shift in market focus by CEOs in China, specifically their reduced preference for the US market. It could be used to discuss changes in international business strategies and economic forecasts.

The slide discusses the critical role of consumption in China's economy, illustrated by significant changes in household bank deposits and loans.

This slide illustrates China's dominance in the electric vehicle (EV) battery value chain, supported by significant government subsidies and a certification scheme that favors local firms. It provides insights into China’s market strategy and its effects on global competition in the EV sector.

Analyzes the impact of China's economic policies and COVID-19 policy reversals on its GDP growth, with implications for global trade.

Analyzes China's economic challenges and prospects, including structural and cyclical factors affecting GDP, employment, and inflation.

This slide analyzes the components of China's real GDP growth over several decades, highlighting the contributions of investment, consumption, and net exports. It provides a historical perspective and future projections of GDP growth rates.

This slide provides insights into the drivers of economic growth in China, highlighting contributions to GDP growth and sector-specific fixed asset investments. Used for market analysis and investment planning.

This slide assesses China's long-term economic growth potential, breaking down contributions from total factor productivity (TFP), labor, and capital. It contrasts these with actual GDP growth over time, providing forecasts for future growth rates.

The slide details China's economic performance, highlighting GDP growth and inflationary trends, with a focus on consumer and producer prices, and import dynamics.

The slide forecasts China's economic growth, addressing challenges in the industrial sector, high savings rates, and export weakness. It discusses GDP trends, unemployment, and inflation projections, highlighting factors impacting growth.

The slide analyzes the varying positions of China/HK in active weights across different managers and fund categories, highlighting significant differences.

Provides insights into the IPO market activities in Mainland China and Hong Kong for 2019, highlighting major stock exchanges, sector performances, and the top IPOs by proceeds.

The slide highlights IPO activity in Mainland China and Hong Kong in 2020, focusing on the performance of key stock exchanges, sectors, and top IPOs by proceeds.

Provides an analysis of industrial production growth in China, contrasting official data with alternative sources. Useful for understanding the real economic situation in China and for investment or policy-making decisions.

Focusing on China, the slide projects the future of work roles from 2017 to 2028, addressing the dominant employment sectors and the impact of automation on labor distribution.

This slide analyzes the future growth trends in the luxury goods market, focusing particularly on China's role. It highlights domestic versus international spending in the context of overall market growth.

This slide highlights the higher prevalence of ROPO behavior among Chinese consumers compared to global luxury consumers, indicating the challenges faced by online solo shopping due to counterfeit fears and lack of luxury experience on mass market platforms.

This slide presents China's strategic focus in technology as outlined in their 14th Five-Year Plan, highlighting key imperatives to become a global digital powerhouse within the next five years. It breaks down the plan into four main objectives such as investment in digital infrastructure and enhancing education quality, aimed at fostering international collaboration and maintaining a policy of openness.

Discusses China's changing economic landscape with a focus on shifting labor demographics and increasing consumer expenditures.

This slide focuses on consumer confidence and the income and wealth effect in China, comparing indices related to consumer behavior and property prices. Used for consumer market analysis and economic forecasting.

Highlights China's economic strategies and outcomes in 2021, focusing on sectors like manufacturing and consumer spending. The slide provides insights into how policy shifts and economic activities influence broader economic stability and growth forecasts.

This slide examines China's economic transition, highlighting the changes in GDP composition by sector and trends in exports and imports over the last four decades. It illustrates the shift from manufacturing to services and the dynamics of trade.

Analyzes China's consumption, investment, and net exports as a share of GDP, highlighting economic imbalances and future forecasts.

The slide analyzes China's economic components, including GDP contribution, household financial behavior, and consumer confidence, providing insights into economic health and trends in China.

The slide shows the performance of Chinese equities during various correction periods, detailing the percentage drops and recovery patterns to analyze market resilience and investment opportunities post-correction.

The slide analyzes the MSCI China price-to-book ratio and historical drawdowns, offering insights into market fluctuations and valuation trends.

This slide evaluates fixed asset investment trends in China, detailing the year-over-year changes and sector-specific investments. It compares public and private investment levels and the performance of various sectors over time.

This slide analyzes China's inflation rates across different measures and their credit growth dynamics, along with equity performance. Used for economic trend analysis and investment strategy.

This slide examines investment trends in China, showing changes in fixed asset investments by state-owned enterprises, private sectors, and various industries.

Outlines China's response to COVID-19 with lockdowns and testing, highlighting the timeline of cases and government actions.