【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

Reverse roadshow takeaways： high demand continues, Maintain Buy

China Internet – Release of pent-up demand aids robust travel and consumption recovery

–Clear growth path on resilient travel demand

-China Technology–Global SPE 2Q23 Wrap： China demand remains resilient; Awaiting upcycle after 2023 slowdown

China Economy – Inflation is too low as demand remains weak

China Policy – Credit demand softens as economic recovery slows

Beyond the Energy Transition: What Will Drive the Next Surge in Copper Demand?

Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook

US Popularity and Demand Report (Q3 2022)

China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E