4 June 2025 | 11:19PM HKT Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. Xinquan Chen +852-2978-2418 | xinquan.chen@gs.com Goldman Sachs (Asia) L.L.C. Yuting Yang +852-2978-7283 | yuting.y.yang@gs.com Goldman Sachs (Asia) L.L.C. Chelsea Song +852-2978-0106 | chelsea.song@gs.com Goldman Sachs (Asia) L.L.C. China Matters No Rotation to Domestic Demand Yet (Shan) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs. ...

April 14, 2025 10:08 AM GMT Morgan Stanley Research Global April 14, 2025 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Arunima Sinha – Global Economist James Egan – US Housing Strategist & Co-Head of Securitized Products Research | Strategist Jenna Giannelli – Head of Retail & Consumer Credit | Credit Analyst Simeon Gutman – Hardlines, Broadlines, & Food Retail Industries Analyst | Equity Analyst Erik Woodring – IT Hardware Analyst | Equity Analyst MORGAN STANLEY & CO. LLC Robin Xing – ...