An Assessment of the Global Auto Industry: Â OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
519 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
2k Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
386 Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.4k Views
The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
385 Views