21 Things Worth Knowing (#16)
In this issue:Flying cars, Zimbabwe coup de Grace, impairments, Brazil making oil investment more attractive, tightening monitoring of Chinese...
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Geely (175 HK): China Seems to Love SUVs
Solid long-term earnings growth, and strong cash levels relative to its sector Geely should launch a new SUV in 2H17 and eight new models in 2018...
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KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
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China Auto Market -Retail Sales, Wholesale & Production Growth Rates All Decelerated in September
September Domestic and JV Sales Overview: In September, the wholesale volume of local-made passenger vehicles hit 2.3 m units. Retail, wholesale,...
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Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
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