1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery
Global Macro Commentary June 18
Macro Outlook 2024: The Hard Part is Over
cRPO growth moderating on macro headwind
China Macro Monitor: A nonlinear recovery
–Expect steady 3Q23 despite macro uncertainty
Recovery is delayed due to macro issues
China Macro Monitor – Still in the early stage of recovery
Macro headwinds weighed on growth; loss reduction on track
Morgan Stanley Fixed-Global Macro Strategist The Eyewall of the Storm-.pdf