Softbank Group - China Bounce Erases a Week of Losses
China bounce has added $4.8bn to Vision Fund and $18bn to Alibaba and that is enough to get us back to early March levels. We have updated the main...
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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[Blue Lotus Daily]:981 HK/1810 HK/BEKE US/AAPL US/688036 CH/QCOM US
Huawei to launch updated Nova series smartphones, China's residential property prices show narrowing decline, IDC publishes 2Q24 smartphone sales...
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[Blue Lotus Daily]:1211 HK/LI US /1810 HK/NIO US/XPEV US/MNSO US/981 HK/BEKE US/2150 HK
New energy vehicles see growth in 26th week of 2024 due to consumption subsidies; Indonesia plans high tariffs on Chinese imports; expectations...
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[Blue Lotus Daily]:1810HK/1211HK/LI/NIO /XPEV/ATAT/2352CH/BEKE/2618HK/2352SZ/ZTO/1519HK/981HK/9699HK
EV sales surge in 25th week of 2024, Atour Hotel 4.0 opens in Xi'an, China raises tax-free allowance for resident travelers from Hong Kong and Macao.
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