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The Money Corner

Digging for gems in the Asian markets

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Latest Issues

Can Tesla Compete in the Chinese Robotaxi Market? - Part 2

This content was originally sent to paid subscribers in August. Please note that I will be posting far less frequently going forward, due to ongoing consulting engagements. Paid subscriptions have been paused for the time being.

Subscribe...

4 years ago
3
2

Longriver Podcast: China's Solar Supply Chain and Longi Green Energy

I recently caught up with Graham Rhodes at Longriver to record a podcast, where we discuss China’s dominance of the global solar industry and Longi’s position at the top of the food chain. Enjoy!

Longriver Podcast

Follow Graham on Twitter

4 years ago
2
1

Can Tesla Compete in the Chinese Robotaxi Market?

The Money Corner newsletter brings you investable insights into the Asian markets, by telling untold stories that pique your curiosity, support your research process and help you uncover winning stocks.

This is a continuation of a series o...

4 years ago
2

Tesla 2022 Q2 Results - Implications for Chinese Renewable and EV stocks, Part 2

Continuing from Part 1, I am highlighting important points from Tesla’s 2022 Q2 Earnings Call and their implications for various Chinese renewable and EV-related stocks.

Giga Casting

Tesla’s Q2 earnings presentation highlighted the ma...

4 years ago
5
2

Tesla 2022 Q2 Results - Implications for Chinese Renewable and EV Stocks, Part 1

Tesla’s 2022 Q2 results and earnings call are out, and there is a lot to chew on. For an abbreviated version, you can find the earnings call notes here. I will highlight some of the important items I am focused on (no, not Bitcoin, Dogecoin...

4 years ago
8

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    Digging for gems in the Asian markets

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