Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
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China Autos - China Announces New Auto Policy - Good for Foreign EV - Bad for Chinese EV - Part 1A
Quick announcement of new ownership rules in the China auto sector. Tesla the big beneficiary but it will take years to get the factory off the...
141 Views
China Autos - Unfair? - The U.S. Is Going After the Wrong Sector - Part 1
Trump’s plan will make Autos unfair for the U.S. An additional U.S. 25% tariff on cars from China will hurt U.S. automakers. The U.S. has a trade...
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Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
348 Views