China’s NEV penetration is now >50%. That’s not a hype milestone—it’s a regime change. From here, winners are decided by cash conversion, working capital, and who can push volatility upstream.
https://t.co/YlCjr1WNm3
China’s 2026 macro pivot is a global variable.
Reflate vs stabilize will decide whether China absorbs capacity domestically or exports pricing pressure—which matters for manufacturing margins + trade risk.
I mapped 3 policy packages + trigger signals:
https://t.co/z3jgUQ1S8E
Many investor friends of mine have struggled in recent years due to China’s tightening investment climate. I’ve compiled key data on China’s 2024 fundraising trends—and added my personal outlook for 2025. Not a forecast, but food for thought. 👇
https://t.co/AOJzFeVl14