【招银国际】China Economy: Weak inflation points to easing policy stance ahead.pdf

【Economic Perspectives】China Economy–Weak growth calls for additional policy easing

Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave

China Macro Monitor – Growth momentum remained weak

–Weak revenue growth in the price; overseas growth story still intact

China’s Economy Weekly：Economy Showed Signs of Weak Stabilization, Growth Stabilizing Policies Accelerate

–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23／FY24E

【Sector Research】China Property Sector–NBS Jun data： weak as expected, a tough 3Q ahead

China’s Economy：Rising Infrastructure Investment Prompted the Economy to Stabilize;Weak Property Investment is Still a Drag

China’s Economy：Cash Accumulating At Corporate Level,Demand Was Weak For Lack Of Willingness To Invest --Review On November Credit Data

–1H23 weakness in-line; Lower TP on slower demand recovery