【招银国际】China Consumer Staples: Easing raw material pressure underpins cost savings.pdf

China Macro Monitor – Growth remained sluggish with moderate policy easing

China Economy – Economy further weakens with gradual policy easing ahead

【Economic Perspectives】China Policy–Politburo signals more active credit & property easing

【Economic Perspectives】China Economy–Economy slightly improved with further policy easing ahead

China Economy: PMI contracted as policy easing continued

China Economy: Economy slightly improved with further policy easing ahead

China Policy–Credit growth tends to stabilize amid continuous policy easing

Ambitious target with easing policy stance

China EconomyPMI contraction indicates continuous policy easing in 2024

欧央行12月议息会议点评：是taper还是ease，欧美货币分化长周期推升美元