China’s Concession; Auto Tariff Cut; Tesla Shanghai Plant
The U.S. and China seem to have resumed trade talks with a phone call between Treasury Secretary Steven Mnuchin, U.S. Trade Representative Robert...
422 Views
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
717 Views
China Auto Outlook 2019 - Keep Warm, Winter Is Here!
2019 might be the worst year in decades for China's auto(ICE) volume growth. NDRC has claimed that no Auto Purchase Tax (APT) will be cut in the...
571 Views
"Tariff Man" On China's Auto Tariff Cut; TSLA Shipment to China Evaporated in Oct
While Beijing and Washington DC are figuring our war or truce, Tesla Motors (TSLA US) shipment to China evaporates. China imported 17 units of...
550 Views
BYD: Ready For The Big Drop On NEV Subsidies Ahead?
With 5 new models launches in 2018, BYD's PV sales growth and market share are rebounding. However, it might be too early to turn positive on...
653 Views