China Technology & Communication_ Global Marketing Feedback
China Securities·2024-10-31 02:40
V i e w p o i n t | 27 Oct 2024 22:26:14 ET │ 10 pages China Technology & Communication Global Marketing Feedback CITI'S TAKE We met with over 40 institutional investors in past two weeks in EU/US. We see increasing interest in China tech vs. Asia marketing in September prior to Politburo meeting, especially enquiries on ITS & Software. Key investor questions included impact from stimulus/policies, impact from potential sanction/trade tariff escalation, China SPE outlook post ASML order drop, iPhone chain u ...