China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
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China Auto: July NEV PV Sales Declined, Earlier than Expected
NEV PV sales growth turned negative due to buyers bringing forward the intended purchase in June before the subsidy is cut. While July NEV sales...
603 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
723 Views
China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The  uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
609 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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