M Update China/Hong Kong Consumer | Asia Pacific October 18, 2024 03:28 AM GMT Source: CEIC, National Bureau of Statistics, Morgan Stanley Research China Retail Sales – Sep 2024: Slight Improvement China's retail sales growth in September trended better at 3.2% YoY vs 2.1% in August, ahead of expectation. Implied recovery pace vs. 2019 also picked up to 119% vs. low levels during JulyAugust at 114%. We expect some minor uptick too into October indicated by National day holiday data. YoY trend by category (r ...

Deutsche Bank Research 7T2se3r0Ot6kwoPa Global Metals & Mining Metals & Mining Industry Metals & Mining Date 13 October 2024 Periodical RIO - Arcadium Lithium deal. China macro. Q3 previews. Latest valuations | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------| | | | | Rio - Arcadium Lithium deal - full price | Liam Fitzpatrick | | Earlier this w ...

Asia Pacific Equity Research 14 October 2024 J P M O R G A N Table 1: Overnight commodity moves JPM Mining Daily Iron ore +1.8%, Alumina +6.9%, Steel Dashboard, Chile Sept Lithium Exports, SQM d/g to Neutral, European Steel, China CPI & PPI & more Price Snapshot | --- | --- | --- | --- | |--------------------------|--------|-------|-------| | | Price | Move | chg. | | Iron ore ($/t) | 106 | 1.9 | 1.8% | | HRC - China ($/t) | 499 | -6.5 | -1.3% | | HRC - US ($/st) | 705 | 4.0 | 0.6% | | . | | | | | Gold ($/o ...

North America Equity Research 13 October 2024 J P M O R G A N | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Asia Pacific Economic Research 13 October 2024 J P M O R G A N China: Fiscal announcements focus on risk mitigation Concrete numbers and direct consumption support are still largely absent • MOF press conference did not announce the size of fiscal package, as it will need NPC approval • Positive measures: big lift in government debt ceiling to deal with local government hidden debt; further measures to stabilize the housing market; new capital injection for big banks; forward guidance that the government ca ...

M Update October 4, 2024 11:15 AM GMT | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

29 September 2024 | 9:01PM EDT _ | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------| | GS SUSTAIN Takeaways from the 2024 | Glob ...

27 September 2024 | 2:03PM EDT _ Energy, Utilities & Mining Pulse: Investors Asking: Does the Power Demand and AI Theme Still Have Momentum? | --- | |------------------------------------------------------------------------------------------| | | | Neil Mehta +1(212)357-4042 \| neil.mehta@gs.com Goldman Sachs & Co. LLC | | Brian Lee, CFA +1(917)343-3110 \| brian.k.lee@gs.com Goldman Sachs & Co. LLC | | John Mackay +1(212)357-5379 \| john.mackay@gs.com | | | | Goldman Sachs & Co. LLC Carly Davenport | | +1(21 ...

2 October 2024 | 6:44AM HKT _ China Consumer: Pulse Check: Less downside risk in 4Q24 if policy boost benefits continue | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | | | | | | Michelle Cheng | | | | +852-2978-6631 \ ...

30 September 2024 | 7:04AM CST _ China Consumer Durables: White goods: Consumer Discretionary Tour Takeaways: Distributor meeting shows encouraging trade-in impacts enjoy subsidy, customers need to register and fill in identity information on certain apps to obtain a QR code, which can be activated by offline distributors Research | Equity Nicolas Yi +86(21)2401-8922 | nicolas.yi@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Post our China+ Conference 2024, we hosted an on-site Consumer D ...