–Clear growth path on resilient travel demand
China Policy–New loans slumped as capex demand weakened
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
China Construction Machinery／HDT2024 Outlook： Slowdown of overseas demand along with lack of growth in China; be selective
Japan A mixed picture of demand through 2Q
–Value is distressed but end demand is key
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
China Internet:Release of pent-up demand aids robust travel and consumption recovery
China Technology–Implications of NVIDIA FY2Q24：AI demand strength poised to continue into 2024
Future_Oil_Demand_Scenarios
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