How a Trump Presidency Could Fuel Green Energy Innovation and Global Growth
States and corporations drive U.S. green energy demand. Interest rates, and innovations rather than Trump admin policies will shape renewables...
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Mainland Connect NORTHBOUND Flows (To 29 Dec 23): Renewables Are a BIG NET BUY This Week
Very strong "week" of net NORTHBOUND inflows this week, with Weds+Thursday seeing RMB 19bn of inflow on strong volume. Thurs HUGE volume....
339 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
284 Views
[Blue Lotus Daily]:300750 CH/601012 CH/2208 HK/300274 CH/NIO US/ LI US/1211 HK
Photovoltaic new installed capacity growth slows in Q3 but rebounds in September; CATL's all-solid-state battery advances quickly; NIO rumored to...
113 Views
Chinese Solar Firms Bleed Losses Amid Worsening Glut and Falling Prices
China’s solar manufacturers have seen their bottom line severely hit by a deepening industry glut that has triggered a brutal price war. Several...
407 Views