Monthly Outlook 202309: US Corporate Earnings Set to Rebound? Hiring Cost Is the Biggest Risk
China Property Sector：NBS Sep data： gloomy as expected, no strong rebound, only mild recovery in 4Q in our view
China’s Economy-HSBC PMI Rebounds, Economy Continues Pattern of Weak Stability：June HSBC Flash PMI Commentary
1Q25 Earnings Rebound Notably, Games/Films Shine
2Q23E V-shaped rebound to continue
Potential rebound in sales
China Economy – Exports strongly rebounded with uncertainty ahead
Expect domestic business to rebound from 2025
Awaiting domestic demand rebound
China Policy – Credit growth is expected to rebound in 2023
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