China Auto 2M 2018: Amended EV Policy, Geely, Tesla, and Auto Tariff Reduction
In 2M 2018 (January and February), retail, wholesale and production of Chinese auto market grew by 5%, 3% and -3% in unit volume, respectively. ...
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China Auto Demand in February: SAAR Strengthens in YoY Terms
In February, there were 7 less selling days than in January, and 5 less working days than in February of 2017. Hence, while raw sales figures saw...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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January China Auto Demand: Sales Up, SAAR Down
China's January auto demand fell by 8.2% sequentially, but was up by 11.5% YoY. January of 2018 had 3 more selling days than in January of 2017,...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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