China Property Sector–NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment
2H22 first take: weakness in-line; awaiting recovery
China Economy – Weak exports support further policy easing
【Economic Perspectives】China Economy–Weak growth calls for additional policy easing
1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E
China Economy – Inflation is too low as demand remains weak
Expect an improving trend after a weak 1Q24
Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
China Property Sector – Property+ Weekly: Weak construction resumption rate dragged by property