bullish
China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
Blue has highlighted this Insight as a Top Pick
259 Views30 Dec 2024 09:00
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships, Beike terminates major acquisition to save costs.
What is covered in the Full Insight:
- Introduction: Overview of China's Economic and Investment Climate
- Macro Analysis: Special Treasury Bonds and Stimulus Measures
- EV Sector: Revival of BEV and Industry Trends
- SaaS Sector: Challenges and Opportunities in Efficiency
- Xiaomi's Growth Trajectory and Market Position
SUMMARY
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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