2024 High Conviction: VinFast (VFS US) – Heading for Trouble
VinFast remains an avoid due to related party-driven EV sales, declining customer traction, operating losses, cash burn, equity raise overhang and...
883 Views
Why India Need China for Battery Technology?
China’s technology controls exposed the difference between announcing a gigafactory and mastering cell chemistry. Tata’s response: licensed NMC...
119 Views
BUY/SELL/HOLD: Hong Kong Market Update (6/22/26)
The HK market continued its downtrend over the last month. The technology, materials, consumer, and healthcare sectors have declined in 2026, with...
181 Views
India’s Battery Reality Check: Just Assembler Not Maker!
Indian groups are shifting to assembling Chinese cells, limiting value capture and increasing dependence on China for batteries. R&D is crucial to...
137 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (April 2026)
The Hong Kong market has bounced on the back of the "risk-on" trade in Asia following the Iran ceasefire. The energy sector has pulled back hard,...
306 Views