[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate
We believe inclusion of energy efficiency in the upcoming stimulus package will be a sound choice to boost employment and GDP, listed companies in...
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China Auto Sector – When will discounts peak after rising for 8 months
Note that such discounts for each automaker are calculated based on weighted average of May 2023 retail sales volume for each model
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China TMT Update-XPEV/NIO/LI/TSLA/1211HK/ZLAB: 16 Automakers Pledge to Maintain Order;G6 Conversion
XPEV/NIO/LI/TSLA/1211HK: 16 major automakers pledge to jointly maintain order;XPEV: Xpeng G6's conversion rate exceeds 50% (+)ZLAB：ZLAB’s FcRn...
688 Views
China Auto Sector – Jun leading indicators: NIO weaker than expected
We summarize the Jun 2023 leading indicators as below, including number of leads, customer flows, and new orders generated, for Tesla, NIO, Li...
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GEM Weekly (23 Jun 2023): Chinese Interest Rates; MediaTek, JD.com, Alibaba, NIO, Xpeng, Li Auto
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
574 Views