–Value is distressed but end demand is key
China Policy–New loans slumped as capex demand weakened
Japan A mixed picture of demand through 2Q
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
China Construction Machinery／HDT2024 Outlook： Slowdown of overseas demand along with lack of growth in China; be selective
China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
Strong FY24 results; benefiting from the robust AI demand
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