【RMI】Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors.pdf

Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China

TSF & CPI Missed Expectations,Property Demand Weakened

Pent-up demand boosts revenue recovery

Strong FY24 results; benefiting from the robust AI demand

White_Paper_Meat_the_Future_Time_Protein_Portfolio_Meet_Tomorrow_Demand_report_2018

–Release of pent-up demand as expected

–Value is distressed but end demand is key

China Internet:Release of pent-up demand aids robust travel and consumption recovery

Awaiting domestic demand rebound

Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook