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
Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
651 Views
Hong Kong Buybacks Weekly (Jun 5th): AIA, Tencent, Xiaomi, Li Auto, Mnso
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
130 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
688 Views
China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
644 Views