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. ...
150 Views
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...
124 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
140 Views
New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?
On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which...
280 Views
Geely (175 HK): Gone in 137 Seconds
Solid long-term earnings growth and strong cash levels relative to its sector Geely should enhance product mix further, launching seven new models...
170 Views