China Economy: Solid growth to meet incoming headwinds
Headwinds in 4Q24 in both China & export;Eyes on policy-driven recovery in 2025
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
European Economics Analyst: Euro Area Outlook 2024: Fading Headwinds
-香港--Chinasoft -354 HK- Growth resilient against macro headwinds -221019
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23／FY24E
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
cRPO growth moderating on macro headwind
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