China Economy Weak credit demand calls for easing policy
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
–Value is distressed but end demand is key
–1H23 weakness in-line; Lower TP on slower demand recovery
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
Not All Energy Transitions Are Alike: Disentangling the Effects of Demand and Supply-Side Policies on Future Oil Prices
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
Semi–China CIS sector–Solid auto CIS growth offset by weak mobile CIS demand
Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
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