Rise With China

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Investment Strategy

A collection of 5 issues

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.

The Unfair Advantage: How BYD Built an EV Empire on a High-Stakes Gamble

BYD's gamble on vertical integration, controlling 75% of its parts from batteries to chips, gives it a terrifying "unfair advantage" in cost and speed. This report dissects how this high-stakes strategy is conquering the global auto industry and forcing a painful reckoning for its rivals.

The Specialist vs. The Empire: Decoding the Epic Rivalry Between CATL and BYD

In the EV battery war, do you bet on the Specialist or the Empire? CATL is the profitable tech supplier arming the entire auto industry. BYD is the integrated giant conquering the world with its own cars. We dissect their epic clash to reveal the smarter investment. The surprising verdict is inside.

CATL: The Bank of the EV Revolution That Prints Its Own Money

While EV makers burn cash, CATL acts as the industry's central bank, printing money with a 38.3% market share and superior tech. Our report details its self-feeding dominance and why the "China Discount" makes this undisputed king a bargain. It's a rare chance to own the bank, not the bet.

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.