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Starbucks on the slide in China?: https://www.chinesealpha.com/wp-content/uploads/2021/11/image-172-1024x415.png
Starbucks on the slide in China?

Key Points

  • China is the second most important market (19% of all stores) for Starbucks, only behind the US
  • During Q4 2021, Starbucks’s China store sales are showing a decrease of 7%.
Sineng Electric: Endless Energy for Limitless Green: https://www.chinesealpha.com/wp-content/uploads/2021/11/image-112.png
Sineng Electric: Endless Energy for Limitless Green

300827.SZ


Key Points

  • Sineng Electric is in a fast-growing industry and can catapult its way to take advantage of the expansion in the sustainability trend
  • Sineng Electric is one of
Tech in China: Flying too close to the Sun?: https://www.chinesealpha.com/wp-content/uploads/2021/11/31fdd4ce-5716-11eb-84b3-e7426e7b8906_image_hires_194650-1024x683.jpg
Tech in China: Flying too close to the Sun?

Key Points

  • Tech companies in China have taken major blows as a result of a governmental crackdown in the last 12 months
  • Platform companies that dominate the market have received record
Is CATL still a BUY in November 2021?: https://www.chinesealpha.com/wp-content/uploads/2021/11/CATL-TSLA-2-1024x536.png
Is CATL still a BUY in November 2021?

Key Points

  • Tesla began to sign contracts with junior mining companies to build new mining projects that would increase the supply of some critical resources for batteries.
  • Tesla wants to
Should you invest in Chinese stocks in 2021? Ray Dalio, Charlie Munger, etc. argue YES: https://www.chinesealpha.com/wp-content/uploads/2021/11/Capture-1.png
Should you invest in Chinese stocks in 2021? Ray Dalio, Charlie Munger, etc. argue YES

Key Points

  • Bear activity in China has been the norm in the past decade
  • Due to the huge sell off on Chinese equities caused by regulatory concerns, there are opportunities for investment