Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
140 Views
New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?
On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which...
280 Views
Geely (175 HK): Gone in 137 Seconds
Solid long-term earnings growth and strong cash levels relative to its sector Geely should enhance product mix further, launching seven new models...
170 Views
Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
375 Views
China Auto 2017 Review: Geely's Inflection Pt, Industry's LSD Growth, Rising Auto Financing
In 2017, mainland Chinese purchased 23.8 mm units of passenger vehicles (vs. 17.2 mm units in the US). Last year, retail, wholesale, and...
119 Views