April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
254 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...
216 Views
China's Auto Market Saw Modest Growth in 2017; Private Labels Rise at the Expense of French Brands
The domestic passenger vehicle market posted modest growth in 2017, with overall sales volume rising 1.4% year on year to 24.7 million units,...
134 Views
2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
357 Views
21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
282 Views