【招商证券】-香港--Chinasoft -354 HK- Growth resilient against macro headwinds -221019.pdf

Global Macro Commentary June 18

Macro Report：US retail sales rebounded sharply in January

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

1Q23 dragged by higher investments and macro headwinds; Maintain BUY on 2H recovery

Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

Morgan Stanley Fixed-Global Macro Strategist The Eyewall of the Storm-.pdf

Global Macro Strategist If At First You Dont Succeed-104799216

Macro Outlook 2024: The Hard Part is Over

Global Macro Strategist Next Round of Hikes on Us-.pdf

cRPO growth moderating on macro headwind