GEMWeekly (24 May 2024): Chinese Cloud Providers Slash Prices; Alibaba, Baidu, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
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Tata Technologies IPO Lockup Expiry - US$1.5bn Lockup Release, Some Funds Are Sitting on 40x Gains
Tata Technologies raised around US$370m in its India IPO in Dec 2023. In this note, we talk about its upcoming US$1.5bn lockup release.
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New Experiments in China's Crowded EV Space
Chinese EV makers are trying to breakeven by trying new business models and launching new cars. We believe they have challenges. Buying battery...
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Red Dragon Awakening
Focusing on Chinese names that have already been leading, and these are the ones most likely to continue to do so going forward. Very specific...
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