【招银国际】–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business.pdf

Macro headwinds weighed on growth; loss reduction on track

Global Macro Commentary June 20

China Macro Monitor – Growth remained sluggish with moderate policy easing

中国制造：战略重点； CN Macro;在线策略聚焦； CN Macro;线上

Global Macro Commentary June 21

Morgan Stanley Fixed-Global Macro Commentary September 16-110348309

China Macro Monitor: Growth remained sluggish with moderate policy easing

1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery

Emissions Reduction, Fiscal Costs, and Macro Effects: A Model-based Assessment of IRA Climate Measures and Complementary Policies

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term