China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
​China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
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CX Daily: Canal Fever Grips China Amid Slowing Growth
Canals / In Depth: Canal fever grips China amid slowing growth China is in the grip of canal fever. As the government steps up its long-term...
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Invest in China Growth Equity in High-Rate Environment
​Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
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[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US
​LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...
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REPT BATTERO Energy IPO Lockup - US$1.2bn Lockup Release
REPT BATTERO Energy raised around US$270m in its Hong Kong IPO in Dec 2023. Its pre-IPO investors holding around US$1.2bn worth of shares will be...
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