【毕马威】Finland – Eastern Border to Remain Closed.pdf

China EconomyGrowth momentum remained weak

ESOP targets stabilize earnings expectation but sentiment overhang remains

Driving for quality growth remains key theme

China Economy – Growth slows sharply as confidence remains weak

2024 earnings way below expectations; outlook remains challenging

China Macro Monitor: Growth remained sluggish with moderate policy easing

Operational challenges remain; but China regulatory risk to sentiment likely settled

2023E growth outlook remains intact

Deflation pressure remains

China Sportswear Sector - Singles Day sales likely good but companies remain cautious