Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2>China News That Matters</h2><ul>
<li>Traffic jams, new airports and Cuban cigars</li>
<li>Chinese automakers to build 8 million electric cars a year</li>
<li>US trade rep awaits talks to decide tariff fate</li>
<li>Climate change may flood the (Silk) Belt and Road</li>
<li>Nine months, 90-plus arrests: Hong Kong’s national security law</li>
</ul><div class="content-remarks"><p>In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</p></div>

China News That Matters
Traffic jams, new airports and Cuban cigars
Chinese automakers to build 8 million electric cars a year
US trade rep awaits talks to decide tariff fate
Climate change may flood the (Silk) Belt and Road
Nine months, 90-plus arrests: Hong Kong’s national security law
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.

Consumption/ Electric Cars/ US-China/ Climate/ Hong Kong

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK: Hyper Auto announces free charging for owners(-)</li>
<li>9926 HK: Akeso submits new indication application for Cardonilimab BsAb treatment of gastric cancer (+)</li>
<li>ACMR : ACM Research publishes 2024 revenue outlook ( + )</li>
</ul>


1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK: Hyper Auto announces free charging for owners(-)
9926 HK: Akeso submits new indication application for Cardonilimab BsAb treatment of gastric cancer (+)
ACMR : ACM Research publishes 2024 revenue outlook ( + )


[Blue Lotus Daily]: 1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK/9926 HK/ACMR

China

Seres Group Co.,ltd. manufactures and distributes automotive and parts. The Company produces sport utility vehicles, new energy vehicles, electric commercial automobiles, engines, and other products. Seres Group markets its products worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Seres Group (601127 CH)

Consumption/ Electric Cars/ US-China/ Climate/ Hong Kong

In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...

Diana Choyleva

[Blue Lotus Daily]: 1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK/9926 HK/ACMR

Hyper Auto announces free charging for owners；Akeso submits new indication application for Cardonilimab BsAb treatment of gastric cancer;ACM...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)