Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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Hota: Gears in Motion to Back Big Sales to Car Makers
Low price volatility versus the Taiwanese market and good pricemomentum relative to its sector Hota supplies reduction gear and differentials to...
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My Test Drive of Tesla & A Significant Increase in Govt Subsidies for EVs (Including Tesla) In Korea
This is a report about my test drive of Tesla and the significant increase in government subsidies for Tesla and other EVs in Korea. It has been...
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The Week that Was in Greater China@Smartkarma: We Have Cars, Houses, Sports and Great Stock Calls
This is the 9th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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From Russia, with Cheap Gas
In early July, Gazprom PJSC (GAZP RX) invited analysts for a field trip in Siberia and Yamal peninsula to visit the Zapolyarnoye gas and...
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