Initiate coverage on Chinese leasing sector China Technology: Implications of TSMC 3Q23: cycle nearing the bottom; Positive on smartphone/PC supply chain China Heavy Duty Truck: Is the growth of natural gas truck sales sustainable? Innovative platforms to drive future growth Expecting another upbeat quarter Turnaround is on track despite bumpy sales Fixed Income Daily Market Update Recent correction overdone; 3Q23 earnings recovery on track China Policy: China starts active fiscal stimulus to revive growth Fixed Income Daily Market Update