[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes
​China's economic data remains mixed, with PBOC closely following US policy. Stimulus may become irrelevant as China's EV sector sees strong growth...
412 Views
[Blue Lotus China New Consumer Weekly, 11/52] Our First Read of Trumponomics
​Analysis of Trump's economic policy, Inner-Mongolia's child birth policy, and updates on BYD, Xiaomi, XPEV, and LI Auto in the market.
445 Views
[Blue Lotus China New Consumer Weekly, 10/52] Smart Trump or Dumb Trump? Part II
​China's market shrugged off Two Sessions as the balance of events with US the main driver. EV sector opened 2025 with a bang while MINISO...
396 Views
Looking to Dodge U.S. Tariffs, Chinese Manufacturers Set Up Shop in Southeast Asia
A growing number of Chinese manufacturers have set up factories in Southeast Asia, hoping to use the region to bypass U. S. import controls as the...
379 Views
[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY
​Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...
533 Views