How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
286 Views
Geely: October 2016 Crazy Month, Got to Look Beyond Though
The Geely sales numbers just get crazier by the month. The auto sector is seeing some of its best months since 2010. October 2016 saw sales up 94%...
246 Views
What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2
I have some interesting graphs that date from June 2015 to the end of August 2015 just prior to the auto stimulus being announced. A very important...
323 Views
Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin
In my recent piece China Autos Correlation with Property: The Case to Be Bearish Now I highlighted a risk of purchase tax expiry + property curbs...
269 Views
What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
249 Views