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 Macro]: A Job-Creating Stimulus that Also Saves the Real Estate

[Blue Lotus Macro]: Underestimating the Pain but Unable to Turn Back

Blue Lotus Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.

[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer

China/Asia TMT Update- Luckin/Unity/Coupang:No.10k Store, Apple Vision Pro, Congestion at Pyeongtaek

China TMT Update June 3 - KE/LI/NIO/XPEV: Xpeng to Begin Presale for G6 on June 9(+)

China/Asia TMT

Shawn Yang

Macroeconomics

<ul>
<li>A collapse of real estate speculation destroyed the balance sheets of Chinese households, leading to downward spiral in consumptions. A tremendous stimulus package can reflate the economy, </li>
<li>But it doesn’t solve the structural problems; Unlike semiconductor and biotech, inputs to renewable energy are many and supply chains are long.  To stay ahead, Chinese companies must keep themselves </li>
<li>Cost competitive,  which means they can neither realize profits nor retaliate US containments. But their equities offer the long-term hope to replace real estate as nest eggs of Chinese retirees.</li>
</ul>


A collapse of real estate speculation destroyed the balance sheets of Chinese households, leading to downward spiral in consumptions. A tremendous stimulus package can reflate the economy, 
But it doesn’t solve the structural problems; Unlike semiconductor and biotech, inputs to renewable energy are many and supply chains are long.  To stay ahead, Chinese companies must keep themselves 
Cost competitive,  which means they can neither realize profits nor retaliate US containments. But their equities offer the long-term hope to replace real estate as nest eggs of Chinese retirees.


[Blue Lotus Macro]: Economic Stimulus Shouldn’t Be Pain Killers