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...
180 Views
Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
175 Views
BYD: Master of Exploiting China's Flawed EV Policies
We love writing about BYD Co Ltd (H) (1211 HK) since it is one of the rare cases that the street closes its eyes and denies all it’s bad and...
289 Views
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)...
159 Views
Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
236 Views