China EV: New Era, Smart Era!
With more EV brands launching their flagship models, market recognition on EV cars is changing and differentiating from ICE cars in China....
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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,...
481 Views
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...
271 Views
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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