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
–Value is distressed but end demand is key
–1H23 weakness in-line; Lower TP on slower demand recovery
China Technology: Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E
China Economy – Inflation declines as aggregate demand remains weak
Is AI already boosting US power demand?
White_Paper_Meat_the_Future_Time_Protein_Portfolio_Meet_Tomorrow_Demand_report_2018
China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
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