China EV: New Era, Smart Era!
With more EV brands launching their flagship models, market recognition on EV cars is changing and differentiating from ICE cars in China....
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China EV:Â New Threats from Tesla Coming, Prefer XPEV
China's Startup EV brands have been ramping up quickly. BYD showed marketshare gains in September thanks to newly launched Model Han. However,...
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China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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NIO (蔚来) Placement - Buying Itself Out of NIO China
NIO Inc (NIO US) is looking to raise about US$1.4bn in its follow-on offering. In this note, we will look at deal dynamics and run the deal...
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