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...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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DRB Hicom: The Knife Is Out
When Geely Automobile Holdings Ltd (175 HK) bid for Proton, it was not just because they want new markets with growing population as well as the...
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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...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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