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

[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China

[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex

[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For

China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS

Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market

China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES

China Growth Equity Weekly Wrap (1/2025): Xiaomi, JD, BABA, TRIP, ATAT, CATL, BYD, BEKE, Luckin, BZ

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Automobiles / Thematic (Sector/Industry)

<ul>
<li>Despite wide market skepticism,  macro data pointed to shaky but persist recovery. If Trump Tariff 2.0 is delayed, a macro policy overdose is possible; </li>
<li>What does China's EV sector look like in 2025? Our take is robust growth coupled with continuous exits and consolidations;</li>
<li>Is reckless price war the inevitable China story line? Luckin, BYD and Xiaomi showed they want something different this week.</li>
</ul>


Despite wide market skepticism,  macro data pointed to shaky but persist recovery. If Trump Tariff 2.0 is delayed, a macro policy overdose is possible; 
What does China's EV sector look like in 2025? Our take is robust growth coupled with continuous exits and consolidations;
Is reckless price war the inevitable China story line? Luckin, BYD and Xiaomi showed they want something different this week.


[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New