Tesla's August Sales Numbers in China Don't Add Up
New data out this week revealed much weaker monthly sales in China in August versus previously reported. So different it looks like Tesla reported...
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Hang Seng TECH Index Rebalance Preview: Autonomous Driving Change
Following the addition of the 'Autonomous' theme, BYD could be added to the HSTECH Index replacing Weimob. There will be a large impact of the...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Tesla's China Sales and Market Share Continued to Shrink In August
While China's NEV sales continued explosive growth in August, Tesla's Monthly MIC Model 3 sales fell by double-digits, again, versus last year,...
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Honda – Interpreting the Evolving GM Partnership for EVs
Honda's EV alliance with GM continues to deepen but is this a sign of Honda's full commitment to an EV shift in the US or just a risk hedge?
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