【招银国际】China Economy:Mild Reflation after Reopening.pdf

Expect a year of mild recovery in FY23

China Economy–In a mild recovery cycle

China Economy – Mild Reflation after Reopening

China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate

China Economy–Deflation bottomed with possible mild reflation

China Economy: In a mild reflation

China Economy: Deflation mildly alleviated while consumer demand remained weak

Earnings outlook to mildly improve

China Auto Sector: Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales

2024 US Economic Outlook:Between a soft landing and a mild recession