Nissan/Renault: French State Intervention Continues
This past week saw some interesting news out of the ongoing saga of governance and control that is the Renault SA (RNO FP)Nissan Motor (7201 JP)...
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Asian Alpha Hedge Fund (AAHF): INTRODUCTION
Asian Alpha Hedge Fund (AAHF) returned 32% in the first quarter of 2025. The fund outperformed the MSCI All Country Asia Pacific index by 28%. ...
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Korean Government and Hyundai Motor Group's Grand Ambitions to Expand Hydrogen Fuel Cell Vehicles
On December 18th, the Korean government announced numerous measures to reduce fine dust levels, including a significant increase in the number of...
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The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
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Honda: Detroit Manufacturers Exiting Car Production and C Segment In Particular, Is Positive
In April Ford Motor Co (F US) announced that it would essentially exit the car business in North America within four years, retaining only the...
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