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Chart Room: Back to the future with hybrid EVs
Demand for hybrid EVs could dissolve once battery technology catches up in the next few years. Investors betting on the energy transition should pay attention.
Changing of the guards in Chinese growth
Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Field Notes: How to weigh China’s barbell-shaped consumer recovery
Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Chart Room: EVs plug into the mainstream in China
Chart Room: EVs plug into the mainstream in China
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Chart Room: Electric carmakers to outstrip ICEs by mid 2020s
The number of electric vehicle manufacturers is expected to overtake the number of companies making cars of the gas-guzzling variety by the mid 2020s.
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