China Auto: Signs of Pent up Demand that Could Be Unleashed in 2H2020
A recent online survey result from J.D. Power indicates that China's end demand on passenger vehicles would remain weak until June 2020, although...
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Smartkarma Originals
China Auto Parts A Shares: Parts Of The Future
China has been the fastest growing auto market in the world. Over the last 2-3 years China's auto component industry is going through a tumultuous...
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China Auto: Autonomous Driving Is Officially on the Way
Smart Car Innovation and Development Strategy for China, posted by NDRC recently, targets to have mass production of Conditional Automation (CA)...
597 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
Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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