Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
793 Views
Entry Into Auto Aftermarket And JV to Produce Rolling-Stock Transform Rico Auto
Rico Auto Industries Ltd (RAI IN) is an Indian auto component manufacturer producing aluminium and ferrous castings for 2Ws & 4Ws in India and...
307 Views
Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
328 Views
China Auto 2017 Review: Geely's Inflection Pt, Industry's LSD Growth, Rising Auto Financing
 In 2017, mainland Chinese purchased 23.8 mm units of passenger vehicles (vs. 17.2 mm units in the US). Last year, retail, wholesale, and...
167 Views
DNL: Sticky Customers, Improved Product Mix, Growing Top Line with Increasing Margin
Export has reached a historical high of 25% of total sales on a much-improved product mix that results in a higher gross margin. With some very...
332 Views