Meituan Dianping & Nio Inc: The Definitive EM Underweights
Large benchmark weights have not been enough to lure active managers to invest in either Nio or Meituan in the numbers we would expect. They stand...
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China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
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China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
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Tesla's August Sales Numbers in China Don't Add Up
New data out this week revealed much weaker monthly sales in China in August versus previously reported. So different it looks like Tesla reported...
468 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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