Chin Auto: Downward Risk from Lockdown
Short supply of LFP battery would not slow down the growth of EV sales. Only certain models might be affected short term.
352 Views
China Auto: Another Weak Month
China's overall auto retail sales remained week in November due to limit car storage in dealers (less supply), less promotions and interruptions...
359 Views
Hong Kong Buybacks Weekly (Jul 17th): Xiaomi, J&T Express, Gcl Technology
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Xiaomi (1810 HK),...
122 Views
China Auto: Chip Shortage Getting Worse and Might Last Longer than Expected
Unfortunately, supply chain of auto chips turned tight again in August, which might have led to weak retail sales. Although the last week data of...
314 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
512 Views