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Geely
$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
10 hrs ago
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The Scuttlebutt
Yixuan Yang: 650 new car models in six months, BYD's profit down 55%, and the glass supplier now taking 35% of the world market | The…
Marathon's emerging markets analyst on Fuyao Glass at a decade-low 12 times earnings, why Saint-Gobain and NSG are retreating from auto glass, and…
Aug 29
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