Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations
China Property Sector – NBS 2M23 data: Strong as expected
Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
We expect prudent guidance but decent margins
2Q loss reduction trend better than expectation
–2Q23 preview: expecting strong recovery ahead
what-can-we-expect-in-china-in-2017
China Property Sector – Property+ Weekly: Can we expect post-CNY recovery?