China Economy – Inflation declines as aggregate demand remains weak
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
China Economy: Deflation mildly alleviated while consumer demand remained weak
Looking beyond release of pent-up demand to globalization
Supply of and Demand for Accessible and Affordable Childcare Services in Cambodia
Robust travel demand in FY24E
Is AI already boosting US power demand?
The Division of Revenues from Unexpected Demand Shocks
–Release of pent-up demand remained strong
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