China Property Sector–Will the newly-released demand hold on?
Japan A mixed picture of demand through 2Q
China Economy: Deflation mildly alleviated while consumer demand remained weak
Reversing from a loss in 2023 1H, but investors may demand more
China Economy Weak credit demand calls for easing policy
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
Economics:TSF&CPI Missed Expectations,Property Demand Weakened
–1H23 preview:Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
The Division of Revenues from Unexpected Demand Shocks
China Technology–Implications of NVIDIA FY2Q24:AI demand strength poised to continue into 2024