Nexteer (1316): China Recovery to Help
As the Chinese auto sector recovers earlier compared to the US, Nexteer's revenues start to recover and its profitability should also increase,...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Great Wall Motor: Diversity Drives Growth
Key highlight of GWM's 1H20 interim result is the relative stability of gross margin due to a diversified product mix of SUVs and pick-ups. We...
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Nexteer (1316): AES to the Rescue
Having increased its global market share from fifth to second in 2018 thanks to the technological advantages, the company's share price has...
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