Smartkarma North Asia Weekly: POTUS Order, Kanzhun, Angelalign, & 3 Children Policy in China
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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China Auto: End Demand Keeps Getting Better; Chip Shortage Bottoms
Compared to corresponding period in 2019, China's PV retail sales in May increased by 5%, slightly better than that of April, while wholesale sales...
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TSLA China Losing to Chinese NEV OEMs
TSLA will begin to experience excess production of the Y in the next couple of months, as the China order backlog wanes from 43KQ1 to 17K Q2. Y...
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Weekly Innovation Review (WIRE) #35
Headline Developments It’s a big edition this week, so settle in!Elon Musk’s Boring Company (private) broke ground this week,...
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Full Truck Alliance Pre-IPO - The Negatives - Still a Mixed Bag
Full Truck Alliance (YMM US), China’s largest digital freight platform by gross transaction value, aims to raise up to US$1.5bn via a US listing....
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