What's Driving Changes to Chinese Coal and Steel Prices?
While recent economic data releases of China are not promising, there are some positive prospects of the economy. While the RMB has been slumping,...
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Commercial EVs and Autonomous Vehicles in China: Don't Miss the Bus! (Part 2 of 3)
In our October 11th note Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3) we argued that the pace of...
492 Views
What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
162 Views
Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
159 Views
Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
217 Views