EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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WeRide IPO: High-Risk Venture Investment and Unproven Business Model
WeRide, a Chinese autonomous driving company backed by Yutong and VC investors, is expected to IPO this week in the United States. I view WeRide...
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China Consumption Weekly (12 Aug 2024): Geely, Li Auto, JD.com, Alibaba, Tencent, DDL
The retail deliveries of NEV increased by 37% YoY in July. Freshippo will sell its OEM goods on Lazada. Tencent will formally start the game...
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Chinese Auto Chip Maker Black Sesame to Raise $143 Million in Hong Kong IPO
Black Sesame Technologies Inc., a Chinese system-on-a-chip designer focused on autonomous driving systems, is seeking to raise up to HK$1.12...
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Auto - Resilient Leading Indicators During Off-Peak Time
We summarize the Jul 2024 leading indicators as below, including the number of leads, customer flows and new orders generated, for Tesla, NIO, Li...
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