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China EV

A collection of 4 issues

The Dragon's Armada: Inside China's Terrifying Three-Wave Plan to Conquer the Global Auto Industry

China's EV invasion isn't just about cars. It's a terrifying 3-wave plan to dismantle the global auto industry. We expose the Trojan Horses, the supply chain leviathan, and the pincer attack that leaves legacy automakers nowhere to hide. This is required reading for investors.

The BYD Paradox: Why the World's Most Efficient EV Maker is also its Riskiest Bet

BYD's dominance is a paradox. Its vertical integration creates a terrifying cost advantage (35% cheaper than VW) but also exposes it to huge geopolitical risk. This report deconstructs the empire to reveal why this industrial juggernaut is both a generational opportunity and a dangerous trap.

Tariff Walls & Trojan Horses: Why You're Betting on the Wrong Chinese EV Horse

Forget the car brands. China's EV conquest is a supply chain game. While the West builds tariff walls, the real money is in the ecosystem—batteries, logistics, and tech. This is your guide to betting on the right horse and navigating the geopolitical risks.

Beyond the Hype: A Deep Dive into China's EV Supply Chain

Forget the hype around cash-burning EV automakers. Our data shows the real investment prize in China's EV revolution is its dominant, profitable supply chain. Core tech suppliers (batteries, electronics) are the true winners, offering a superior risk-reward profile for savvy investors.