SAI NEWSLETTER

China, Inc is getting crushed, at least on the HK exchange. Didi is off by more than 50% while the education cos. are off by even more...

It’s been a pretty rainy few days in Beijing and there’s been some severe flooding in cities like Zhengzhou that turned into tragedies as...

As proof that the Didi fiasco isn’t just a hiccup, it’s still being covered by most media outlets almost three weeks out with updates on...

Another week of blockbuster news, this time coming from what Beijing did after Didi’s IPO on June 30th. It seems there was A LOT of...

Surprise, surprise. Tesla is BACK in the news. I spoke with CNN’s Michelle Toh yesterday about it in the post below so I won’t get into...

This week I was able to visit a few local, Beijing-based companies that I’ve been meaning to meet with for some time. The first you’ve...

This past weekend was our Dragonboat holiday so a bit of a slower news cycle here in China, although not by much. There was however a...

I am currently in Shanghai for some meetings and also sat on a mobility panel with Bill Russo of Automobility & Steve Dyer from Alix...

Not much up top today except for highlighting a Reuters article that I was quoted in last week that details, or at least attempts to,...

Two steps forward one step back, at least in Asia. Japan, Singapore and Taiwan, countries that seemed to manage COVID-19 quite well have...

Things are starting to heat up again here post auto show as more announcements emerge from companies officially ‘throwing their hats’...

‘So who’s going to win this EV contest?’ I’ve been posed this question very frequently (almost daily) so I wanted to take a few minutes...

We’re celebrating Labor Day here in China so we’ll have an abridged version of the newsletter this week. My wife is running a half...

Let’s all take a moment to exhale. Now that all of the announcements and surprises from the Shanghai auto show have had a chance to...

Where do I begin!? I spent Monday shuttling back and forth between all of the product launches that seemed to happen ALL at the same...

I had a terrific time visiting Changzhou for the global launch of Niu’s two new products. A kick scooter for the US & EU markets and a...

Going over some of the news this week about the new automotive brands that are being launched and all of this technology being stuffed...

Just some announcements up top. It’s going to be a pretty hectic next couple of weeks as a few projects close and I travel for some...

Photo courtesy of That’s Beijing Some of the big news this week besides what’s down below was VW’s version of Tesla’s Battery Day...

The tech sell-off that began in late February and that has continued into the earnings releases of the Big Three (NIO, Li Auto, XPeng) is...