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China Growth - Reboot And Rebalance

12:25pm, Wednesday, 19'th Apr 2023
China's stronger-than-expected growth bodes well for many EMs – but does it also mean additional inflation risks down the toad? Even though the IMF spring meetings eased concerns about a recession i

EV Company News For The Month Of March 2023

05:29am, Saturday, 08'th Apr 2023
Global electric car sales Feb. 2023 were up 49% YoY to 14% share. China sales up 56% YoY to 33% share. Europe up 14% YoY to 20% share. EV market news - EV demand sentiment was weighed on by some autom
Chinese stock market has gained momentum lately on the economic reopening and PBOC's monetary policy easing. Citigroup considers China a safe haven amid banking crisis in the United States and Europe,

EV Company News For The Month Of February 2023

06:31am, Saturday, 04'th Mar 2023
Global electric car sales Jan. 2023 were up 10% YoY to 11% share. China sales down 8% YoY to 26% share. Europe up 3% YoY to 17% share. EV market news - Rho Motion forecasts over 14 million global BEV
While there were some uncertainties as to whether looser COVID-19 restrictions will boost the economy or lead to more disruption amid rising illness rates, the early evidence from the PMI surveys is e

EV Company News For The Month Of January 2023

04:30pm, Tuesday, 07'th Feb 2023
Global electric car sales Dec. 2022 were an estimated 1.1 million+. China sales up 83% YoY to 30% share. Europe up 147% YoY to 38% share. US ~7% share. EV market news - UK's petrol and diesel sales er
As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of dimi

China: Reopening Should Drive Growth

05:44am, Saturday, 21'st Jan 2023
The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee
China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023.

China's Economy: Don't Get Your Hopes Up Just Yet

01:54pm, Wednesday, 04'th Jan 2023
Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.

EV Company News For The Month Of December 2022

12:13pm, Wednesday, 04'th Jan 2023
Global electric car sales Nov. 2022 were an estimated 1million+. China sales up 50% YoY to 35% share. Europe up 26% YoY to ~28% share. US ~6% share. EV market news - By 2029, electric vehicles could a
Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on
It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin

China Still Investible--If You Know Where To Look

08:24am, Saturday, 29'th Oct 2022
Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. A

China: 5 Questions

08:12am, Saturday, 29'th Oct 2022
China is taking measures to support its property market, so declines are likely to ease—and even if they don't, we're not looking at a subprime crisis. A proactive Chinese invasion of Taiwan is a lo
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