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Evelyn Zhang

Evelyn Zhang
Research on Tech Companies

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China Information Technology & Communication Services Equity Bottom-Up Thematic (Sector/Industry)
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22 Oct 2022 06:01

Après Moi Le Deluge: What 20th CPC National Congress Says About China's Future

The opening of the 20th National Congress of China marks another turning point in the country's development path. Real estate, internet out; state...

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18 Oct 2022 05:51

EU's Challenge, China's Opportunity?

Will EU's increased energy cost  lead to a loss of competitiveness in export, allowing countries like China to pick up the slack?

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02 Sep 2022 02:30

No Man's Sky: China Military UAV Market Overview

With tension ratcheting up across the Taiwan strait, and an ongoing war in Ukraine, the role of UAVs in modern warfare is being accelerated. Will...

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06 Jul 2022 21:15

A New New Oriental?

After the recent doldrums, the education giant New Orient re-entered the spotlight recently with its new found streaming success. But can it last?

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06 Jun 2022 02:34

The Great Leap Backward...

0 Covid policy allowed China to be the 1st country to rebound from the pandemic in 2020, but this time, things are different

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