China EV: New Threats from Tesla Coming, Prefer XPEV
China's Startup EV brands have been ramping up quickly. BYD showed marketshare gains in September thanks to newly launched Model Han. However,...
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New Warrants & DLCs tracking BYD, Meituan, AliHealth & Ping An Health
Investors can now gain exposure to a wider range of Hong Kong stocks via SGX-listed Warrants and DLCs with recent new listings. Warrants and...
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China Auto: Sales Recovery on Track
Positive price momentum for China auto sector. Local leaders' car sales in September increased strongly, indicating sector demand recvoery remains...
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China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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