T his week's Weekly Insights focuses on the Chinese Electric Vehicle market, Tesla vs. NIO , and interest rates vs. earnings downside for stocks. CONTENTS Stocks and Focus Areas EV cycle is positively inflecting in China New entrants with differentiated products are gaining significant share Tesla stock is significantly more expensive than Chinese peers ( NIO and LI Auto ) Large China market provides economies of scale and shorter timeline to breakeven profits Macro Datapoints Inflation is tracking significantly above expectations driven by commodities Earnings will be the next driver of downside for markets STOCKS AND FOCUS AREAS Electric Vehicle…