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Ben Li
Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.

Ben Li + 5 others | 28 April 2022

Eric Tse
Blog 2 min read

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.

Eric Tse + 3 others | 6 April 2022

James Durance
Blog 4 min read

Overweight autos: The road less travelled

Despite the risks, we believe that the auto sector now presents an investment opportunity.

James Durance + 1 other | 14 August 2020

Benjamin Moshinsky
Podcast 31 min listen

Fundamentals podcast: Tesla, VW, and the big electric bet

As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.

Benjamin Moshinsky + 3 others | 5 March 2020

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