Commercial EVs and Autonomous Vehicles in China: Don't Miss the Bus! (Part 2 of 3)
In our October 11th note Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3) we argued that the pace of...
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What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
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China Autos Correlation with Property: The Case to Be Bearish Now
With a 27% YoY print out from CAAM for Chinese Autos in September 2016 and stellar numbers by all auto OEMs I might sound a bit crazy while...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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