【麦肯锡】what-can-we-expect-in-china-in-2019.pdf

Expect an improving trend after a weak 1Q24

China Policy – Credit growth is expected to rebound in 2023

Expect strong growth to continue after the impressive 1H23; U／G to BUY

Growth beat expectations with recovery underway

CMS Strategy Weekly: Rate expectations see upward revision

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

3Q24 earnings below expectations due to margin contraction

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations

Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%