Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
738 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
570 Views
My Visit to Tesla Dealership in Seoul + Thoughts About Peak Oil Vs Abiotic Oil
My Visit to Tesla Dealership in SeoulScott Laprise/ 乐天虎's recent report about Tesla Motors Inc (TSLA US) dealership in China gave me the idea to...
331 Views
Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
430 Views
Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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