EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

China's 20th Party Congress - Domestic Growth Engine and Shifting Export Economy

Horizon Insights

Thu 10 Nov 2022 - 10:00 GMT / 05:00 EST

Topics

Policy recap from the 20th Congress Party

China macro outlook - waning export orders & domestic recovery status

Investment Implications for Q4 - Our A-share market framework