【麦肯锡】what-can-we-expect-in-china-in-2017.pdf

Expect an improving trend after a weak 1Q24

Growth beat expectations with recovery underway

Weak 1Q23 as expected; Expect multiple drivers from iPhone／CPU socket／400G／EV in 2H23E

3Q24 earnings below expectations due to margin contraction

Expecting an upbeat bottom line for 2Q results

1H23E preview： Expect profit decline on weak coal price

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations

Expecting a solid 1H23

Core business recovery on track with more to expect on new initiatives

Expect higher ASP following China’s stimulus