Eric Wen

Jan 12, 2025 | smartkarma.com | Sudarshan Bhandari |Eric Wen |Ying Pan

In today’s briefing:#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoBlue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV MarketBlue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent’s Inclusion and Exclusion from US Sanctions#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, ZomatoThe microfinance sector sees 7.6% YoY growth, but quarterly loan book shrinks by 4.3%.

Oct 18, 2024 | smartkarma.com | Robert McKay |Auctus Advisors |Eric Wen |Andy Fu

In today’s briefing:Old E-Commerce Names Are The Biggest Winners of New StimulusHere Is a Trillion Rmb StimulusAUCTUS ON FRIDAY – 18/10/2024[Blue Lotus Daily]:1585 HK/NIU US/603529 CH/1211HK/1810 HK/XPEV US/NIO US/LI US/Real Estate IndustryOld E-Commerce Names Are The Biggest Winners of New StimulusChina consumption shows rebounding demand following appreciation in asset values and home appliance subsidies.

Sep 28, 2024 | smartkarma.com | Eric Wen

In today’s briefing:From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EVFrom Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EVSince the US started sanctioning Huawei in 2017, the China tech giant has maneuvered into many new fields. This time, its HIMA (Huawei Intelligent Mobility Alliance) is showing renewed momentum;China is the greatest EV market in the world.