Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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BYD: Master of Exploiting China's Flawed EV Policies
We love writing about BYD Co Ltd (H) (1211 HK) since it is one of the rare cases that the street closes its eyes and denies all it’s bad and...
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China's Auto Sales Rebounded in July 2017
Retail (+6%), Wholesale (+6%) and Production (+2%) Auto Sales Rebounded to 6% yoy1.7 mm passenger vehicles were sold (both wholesale and retail)...
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Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls
This is the 9th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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