–1H23 results in line but AR remains a concern
FMCG in China remains volatile but with clear signs of hope for 2023
China Policy – Policy remains accommodative with flexibility in 2023
Growth slows sharply as confidence remains weak
3Q24 net profit +38% YoY, beat expectations; US remains the most promising market
China Macro Monitor – Growth remained sluggish with moderate policy easing
China Technology–Apple launch event： iPhone 15／Apple Watch inline; Camera upgrade remains the major focus
China Economy Confidence remained weak amid property slump and deflation
China Economy–Trade remains weak as base effect narrows its slump
China Economy – Inflation declines as aggregate demand remains weak
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