Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
366 Views
Momenta Global (6880 HK) IPO: Priced for Perfection
Momenta Global's IPO aims to raise HK$5.6bn, highlighting its leadership in autonomous driving. At 13.1x P/S for FY27, it is pricier than the...
247 Views
Xi & Shenzhen/ Trade/ US-China/ Taiwan/ Electric Cars
I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the...
420 Views
EV Batteries Monthly- Toyota To Invest In China Despite COVID Risks; GM's EV Plan Benefits LG Chem
The highlights since our last monthly, ‘EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla’...
399 Views
Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
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