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

[Blue Lotus China New Consumer Weekly, 10/52] Smart Trump or Dumb Trump? Part II

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

[Blue Lotus China New Consumer Weekly, 11/52] Our First Read of Trumponomics

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Automobiles / Thematic (Sector/Industry)

<ul>
<li>China's economic data continued to be mixed. The on-again-off-again patter is here to stay. PBOC's stated policy to follow the US means Trumponomics's next read is critical to China, too;</li>
<li>Whether it is positive or negative to our sector depends on whether the view is half full or half empty. Stimulus will increasingly become irrelevant;</li>
<li>China EV posted strong numbers which cannot be explained by trade-in subsidy alone. Earning flash of Xiaomi, LI and Zeekr. </li>
</ul>


China's economic data continued to be mixed. The on-again-off-again patter is here to stay. PBOC's stated policy to follow the US means Trumponomics's next read is critical to China, too;
Whether it is positive or negative to our sector depends on whether the view is half full or half empty. Stimulus will increasingly become irrelevant;
China EV posted strong numbers which cannot be explained by trade-in subsidy alone. Earning flash of Xiaomi, LI and Zeekr. 


Contemporary Amperex Technology (CATL) (300750 CH)

[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes

China Consumer Discretionary

[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes