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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China Meidong (1268 HK): Meeting with Peer Yongda Highlights Strong 2H17
I recently had a meeting with the management of China Yongda Automobile Services Hldg (3669 HK). This company has a market cap of approximately 2.5...
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The Week that Was in Greater China@SmartKarma: A Himalayan Spat, Bull Vs Bear, & Wanda's Wonderland
This is the 13th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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China's Auto Sales Rebounded in July 2017
Retail (+6%), Wholesale (+6%) and Production (+2%) Auto Sales Rebounded to 6% yoy1.7 mm passenger vehicles were sold (both wholesale and retail)...
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Brilliance China (1114.HK) - Drive into an Upcycle
We believe it's a perfect time to revisit Brilliance China (1114. HK) with its BMW JV's new X1 finally getting accepted by the market and more...
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