NIO Inc. EM Stock Pickers Take Wide Berth
EM active funds are running a sizeable underweight in NIO Inc (NIO US). Despite rising ownership levels, average holding weights are failing to...
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China Auto: Solid Start Despite Interruptions, Better Sales Ahead
Despite supply chain interruptions due to temporary auto chip shortage, regional Covid-19 lockdown and CNY holidays; China's auto sales in 2M2021...
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ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at “Non-marketing Baidu Core” and analyse what the current market value implies for those operations, as well...
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Tesla – Threats from the Taycan and Lucid Air
With Tesla down more than 20% from its recent highs, we examine the prospects for the EV bubble finally popping as competition intensifies just as...
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