–Release of pent-up demand as expected
China Internet – Release of pent-up demand aids robust travel and consumption recovery
Improving CNY sales; Stay Neutral on demanding valuation
China Economy – Inflation is too low as demand remains weak
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors
China Policy – Credit demand softens as economic recovery slows
US Popularity and Demand Report (Q3 2022)
–Clear growth path on resilient travel demand
Better Demand Planning: How Finance Can Lead Its Successful Transformation