Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Fiscal / Analysis: China tables fiscal salvo for flagging domestic demand</li><li>Loans /: Chinese banks relax loan terms to fuel tech sector M&amp;A deals</li><li>Tesla FSD: Tesla Inc. is offering its Chinese customers a one-month free trial of its Full-Self Driving (FSD) feature, which still requires drivers to keep their hands on the wheel...</li></ul>

Fiscal / Analysis: China tables fiscal salvo for flagging domestic demandLoans /: Chinese banks relax loan terms to fuel tech sector M&amp;A dealsTesla FSD: Tesla Inc. is offering its Chinese customers a one-month free trial of its Full-Self Driving (FSD) feature, which still requires drivers to keep their hands on the wheel...

CX Daily: China Tables Fiscal Salvo for Flagging Domestic Demand 

Japanese Turnaround Situations, Short-Ideas, Azabu Research

Michael Allen

Japanese Turnaround Situations, Short-Ideas

Azabu Research

Azabu Research is a publishing and consulting firm focused on distressed equities in the Japanese market. We specialize in turnaround strategies, corporate combinations, divestitures, and restructuring.

Publisher of the Tokyo Turnaround Letter, which conducts the most thorough research possible of publicly available information, including forensic tests for fraudulent overstatement of assets and understatement of liabilities, as well as rigorous market and industry analysis to assess the underlying strengths of the company’s products or services, the appropriateness of the company’s turnaround strategy, and the skill of its current management team. The average length of a report exceeds 25 pages of text and tables, excluding any disclosures or executive summaries.

We have more than 30 years of experience in applying this process to distressed equities in Japan. Additionally, subscribers have free access to detailed, yet easily navigated earnings models for the target company as well as the top five comparable companies, and unlimited access to the analyst for follow-up questions.

Azabu Research also conducts be-spoke research on a project basis, and provides consulting services to companies looking to restructure, divest, make acquisitions, go public, or improve investor sentiment toward their stock.

Independent Research and Consulting Firm

Thematic (Sector/Industry)

<ul>
<li>Flawed economic theory, poor execution, and fatal over-reach have crippled Trump's chances of winning a Trade War before it even started.</li>
<li>Even with sound execution, the thought leaders behind Trump’s policy had predicted only a narrow path to success. Trump’s promises that it would be easy will backfire.</li>
<li>Historical precedents show tariffs can lead to massive political losses, and trading partners are exploiting this weakness in the U.S. position adroitly.</li>
</ul>


Flawed economic theory, poor execution, and fatal over-reach have crippled Trump's chances of winning a Trade War before it even started.
Even with sound execution, the thought leaders behind Trump’s policy had predicted only a narrow path to success. Trump’s promises that it would be easy will backfire.
Historical precedents show tariffs can lead to massive political losses, and trading partners are exploiting this weakness in the U.S. position adroitly.


Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>Competitors tried to leverage LLM to capture Baidu's search market share;</li>
<li>JD.com is actively seeking new, post-subsidy growth drivers, the latest being Europe while Red Notes launched US expansion. Deliveroo ceded HK market to Meituan;</li>
<li>NetEase competitor announced major layoffs. Weibo disappointed in its C4Q24 earnings. Kingsoft has a winner game in pocket.</li>
</ul>


Competitors tried to leverage LLM to capture Baidu's search market share;
JD.com is actively seeking new, post-subsidy growth drivers, the latest being Europe while Red Notes launched US expansion. Deliveroo ceded HK market to Meituan;
NetEase competitor announced major layoffs. Weibo disappointed in its C4Q24 earnings. Kingsoft has a winner game in pocket.


[Blue Lotus Non-US Internet Weekly, 11/52]: Chinese Internet Making Inroads Overseas

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

<ul>
<li>A review of recent events/data impacting our investment themes or outlook</li>
<li>More evidence emerging of a regime change in global markets</li>
<li>What is different this time around from previous bear markets</li>
</ul>


A review of recent events/data impacting our investment themes or outlook
More evidence emerging of a regime change in global markets
What is different this time around from previous bear markets


Overview #19 – Don’t Buy the D@nm Dip!

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Total public EV charging stations (incl. temporary unavailable locations) were 77,142 as of February 28, 2025. Compared to the end of FY24, it is an increase of 2.9%.</li>
<li>Total EV charging ports (including the temporary unavailable ports) were 213,068, up nearly 3.1% compared to the end of 2024 and up 1.0% over January 2025.</li>
<li>US considerably lags behind China which had 3.76 million public charging stations at the end of January 2025.</li>
</ul>


Total public EV charging stations (incl. temporary unavailable locations) were 77,142 as of February 28, 2025. Compared to the end of FY24, it is an increase of 2.9%.
Total EV charging ports (including the temporary unavailable ports) were 213,068, up nearly 3.1% compared to the end of 2024 and up 1.0% over January 2025.
US considerably lags behind China which had 3.76 million public charging stations at the end of January 2025.


US EV Charging Infrastructure Tracker - February 2025

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

CX Daily: China Tables Fiscal Salvo for Flagging Domestic Demand

Fiscal / Analysis: China tables fiscal salvo for flagging domestic demand China surprised few by announcing a GDP growth target of “around 5%” for...

Caixin Global

Trump Has Already Lost His Trade War

Trump has already lost the Trade War he started. Flawed economic theory and poor execution. The US has never won a war of attrition and tariffs...

Michael Allen

[Blue Lotus Non-US Internet Weekly, 11/52]: Chinese Internet Making Inroads Overseas

Competitors target Baidu's search market, JD.com seeks new growth in Europe, Weibo disappoints in earnings, Kingsoft has successful game.

Blue Lotus Research Institute

Overview #19 – Don’t Buy the D@nm Dip!

A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia

Rikki Malik

US EV Charging Infrastructure Tracker - February 2025

The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.

GSBR Research

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52-week Range

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CX Daily: China Tables Fiscal Salvo for Flagging Domestic Demand

Fiscal / Analysis: China tables fiscal salvo for flagging domestic demand China surprised few by announcing a GDP growth target of “around 5%” for...

Caixin Global

Trump Has Already Lost His Trade War

​Trump has already lost the Trade War he started. Flawed economic theory and poor execution. The US has never won a war of attrition and tariffs...

Michael Allen

[Blue Lotus Non-US Internet Weekly, 11/52]: Chinese Internet Making Inroads Overseas

​Competitors target Baidu's search market, JD.com seeks new growth in Europe, Weibo disappoints in earnings, Kingsoft has successful game.

Blue Lotus Research Institute

Overview #19 – Don’t Buy the D@nm Dip!

A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia

Rikki Malik

US EV Charging Infrastructure Tracker - February 2025

​The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.

GSBR Research

Trump has already lost the Trade War he started. Flawed economic theory and poor execution. The US has never won a war of attrition and tariffs...

Competitors target Baidu's search market, JD.com seeks new growth in Europe, Weibo disappoints in earnings, Kingsoft has successful game.

The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.