China Policy–New loans slumped as capex demand weakened
China Economy – Inflation declines as aggregate demand remains weak
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
–1H23 weakness in-line; Lower TP on slower demand recovery
China’s Economy:Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
Promising demand boding well for 2025
Is AI already boosting US power demand?
Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand
–Value is distressed but end demand is key
Better Demand Planning: How Finance Can Lead Its Successful Transformation