China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
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Real Estate: Recovery Among Active GEM Funds
Real Estate exposure among active Emerging Market funds is rebounding after a decade-long bear market from 2012-2022, with the U.A.E leading the...
406 Views
Invest in China Growth Equity in High-Rate Environment
Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
279 Views
China's Real Estate Market Showed Beyond-Record Rebound in Year End...Will It Carry to 2025?
China's real estate market shows signs of rebound with narrowing decline in home prices, potential stabilization post Chinese New Year 2025. KE...
463 Views
[Blue Lotus Daily]:BEKE US/300274 CH/ACMR US/NIO US/XPEV US/ Li US/1810HK/ZTO US/Macro News/Consumer
Positive news for the US housing market as new home sales increase and prices stabilize, while Chinese renewable energy products face higher...
270 Views