Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
650 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
723 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
762 Views
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
712 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
740 Views