【光大证券】China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data.pdf

Japan A mixed picture of demand through 2Q

Results inline; AI demand remains strong and unmet

Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China

The Division of Revenues from Unexpected Demand Shocks

–Release of pent-up demand remained strong

New Titles - US Popularity and Demand Report (Q2 2022)

China Policy–New loans slumped as capex demand weakened

Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand

China Economy: Deflation mildly alleviated while consumer demand remained weak

Robust travel demand in FY24E