China Auto: Rate of Decline Moderating but Too Early to Call a Recovery
The uptrend in China's PV retail sales yoy rates has spilled over into the Chinese auto stocks. However we think it's too early to conclude that...
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China Auto Outlook 2019 - Keep Warm, Winter Is Here!
2019 might be the worst year in decades for China's auto(ICE) volume growth. NDRC has claimed that no Auto Purchase Tax (APT) will be cut in the...
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China NEV Outlook Part 1- How the Market Will Look like in 10 Years
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
579 Views
China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
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China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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