ab19 February 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina IndustrialsAPAC Focus: Made in China, made by China – Seeking alpha as Chinese companies go globalWhile investors are worried about trade restrictions and question China's global competitiveness, overseas rev...

时间:2025-06-04 14:31栏目:农业

abc18 January 2024Global Research and Evidence LabChina Non-bank Financial Sector - AAPAC Focus: How will generative AI reshape non-bank financials? (Part II)The pace of generative AI adoption in China’s financial sector has exceeded the initial expectations we outlined in our analysis last year, ...

时间:2025-05-20 16:49栏目:农业

ab12 January 2024Global Research and Evidence LabPowered byUBS Evidence LabYESChina Education SectorAPAC Focus: If you think "education" is expensive, try ignorance - ReduxWe estimate K12 afterschool tutoring still has a Rmb300bn TAM, despite the severe 'Double Reduction' restrictions impo...

时间:2025-05-15 17:04栏目:电力

ab10 January 2024Global Research and Evidence LabASEAN UtilitiesAPAC Focus: The 500GW clean-energy journey We examine three key steps in the ASEAN journey from 50GW of renewable energy now to 500GW by 2050: 1) the coal plant bottleneck, but potential early retirements; 2) grid infrastructure upgrade...

时间:2025-05-15 17:04栏目:电力

ab3 January 2024Global Research and Evidence LabChina PropertyAPAC Focus: How to end the deleveraging cycleChina's property market has been stuck in a negative feedback loop despite multiple policy-easing measures. However we view the recently announced urban village renovations and social hous...

时间:2025-05-14 12:59栏目:电力