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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
Steven Holden
233 Views
[Blue Lotus Sector Update]: Chinese Renewable Energy Comes to Crossroads
China’s firm and consistent renewable policy and a unified energy vision have been its strength, But now have developed a few inconsistencies.
Blue Lotus Research Institute
209 Views
China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe（/）；NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)；BYD/TSLA/LI/XPEV/NIO:...
Blue Lotus Research Institute
283 Views
China TMT Update-Luckin/Tencent/Sungrow/Jolywood/Jinko/Drinda-Moutai Latte/Hunyuan LLM/Sungrowinvest
Luckin Coffee: Moutai Latte shortage of raw materials leads to temporary outage（/）Sungrow invested TopCon startup（/）Tencent officially published...
Blue Lotus Research Institute
265 Views
China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama
Lithium carbonate future set new low, Lithium carbonate spot renewed weakness; Alimama unveils new advertising platforms/TSLA: Revamped Tesla Model...
Blue Lotus Research Institute
400 Views