Northbound Flows Monthly (August): $12.8bn Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for August and highlight flows for CATL, Wuxi Wapptec, Fuyao Glass, Foxconn Industrial, CMB,...
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Camping Business in China: A Fleeting Fad or A Long-Term Trend
This article studies the dynamics of the market, the growth drivers, the camping industry chain, and the future opportunities and challenges of...
351 Views
A Truce in Trade War?
USTR requested comments on potential exclusions of products of China subject to tariffs. We analyze the potential beneficiaries of this Sino-US...
309 Views
Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
6.1k Views
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
589 Views