China Economy – Inflation is too low as demand remains weak
May Day Holiday Reignites Domestic Demand Momentum
China Construction Machinery/HDT2024 Outlook: Slowdown of overseas demand along with lack of growth in China; be selective
Overseas CXO/ life science upstream 2Q24 review: life science upstream continuing to expect demand recovery
–1H23 weakness in-line; Lower TP on slower demand recovery
Future_Oil_Demand_Scenarios
NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few months
China’s Economy:Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data
China Policy – Credit demand softens as economic recovery slows
Reversing from a loss in 2023 1H, but investors may demand more