Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
415 Views
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,...
473 Views
HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
1.5k Views
GEMWeekly (4 Oct 2024): Chinese Property Stimulus; South Korea Macro; NIO, ByteDance, Airtel, SEC
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
522 Views
GEMWeekly (24 May 2024): Chinese Cloud Providers Slash Prices; Alibaba, Baidu, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
414 Views