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?
234 Views
Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
466 Views
Global Emerging Markets Weekly: 27 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
187 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views
CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
214 Views