Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Liquid Universe of European Ordinary and Preferred Shares: May '26 Report
European dual-class spreads tightened again in May as liquidity-driven convergence resumed. Handelsbanken, MFE and Telecom Italia led compression,...
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June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
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Tailor Made EV Batteries Using Quantum Computers: Can Volkswagen Do This?
Volkswagen AG (VOW GR) early this month, stated that it plans to use quantum computers to develop EV batteries. The company seems to have realised...
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