US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew – Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
259 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...
375 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
913 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
1k Views