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 China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

[Blue Lotus China New Consumer Weekly, 10/52] Smart Trump or Dumb Trump? Part II

[Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY

[Blue Lotus Non-US Internet Weekly, 8/52]: Is JD's Entry to Catering Real or Just Posturing?

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Automobile components / Thematic (Sector/Industry)

<ul>
<li>The market reflects on Trump's economic policy to find the rationale behind. Our issue with Steven Miran's proposal of strong -tariff/weak-dollar is whether it will bring back manufacturing to USA; </li>
<li>Child birth policy from the capital of Inner-Mongolia could boost consumption and cost the country only Rmb100bn a year; </li>
<li>BYD launches 1,000 V super charge. Xiaomi and XPEV talking about overseas expansion. LI Auto guided C1Q25 sharply lower.</li>
</ul>


The market reflects on Trump's economic policy to find the rationale behind. Our issue with Steven Miran's proposal of strong -tariff/weak-dollar is whether it will bring back manufacturing to USA; 
Child birth policy from the capital of Inner-Mongolia could boost consumption and cost the country only Rmb100bn a year; 
BYD launches 1,000 V super charge. Xiaomi and XPEV talking about overseas expansion. LI Auto guided C1Q25 sharply lower.


Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus China New Consumer Weekly, 11/52] Our First Read of Trumponomics