China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
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Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
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[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
268 Views
Quiddity Leaderboard STAR 50 Sep 24: Two Changes; US$681mn One-Way; New Trade Ideas
Today is the last day of the reference period for the STAR 50 September 2024 index rebal event. The expectations discussed in this insight are...
602 Views
Mainland Connect NORTHBOUND Flows (To 19 July 2024): A Big Broad Sell in Third Plenum Week
NORTHBOUND saw selling again, making the strong buying blip two weeks ago just that. Selling across the heavyweights as A-shares underperformed HK....
401 Views