Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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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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Toyota Motors: 3QFY17 Zero Growth Value Stock
3Q FY17 results were supported by higher than estimated FX gains, domestic affiliate growth and the positive impact of recent US tax reform.Unit...
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Honda Motor: 3QFY17 Theme Change Asian from the US Play
Honda's 3QFY17 results beat market expectations again.Underlying profit at the operating level was better than we expected. In addition, US tax...
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Great Wall Auto Sued by Honda - Makes No Sense
Great Wall being sued for patent infringement Honda has accused Great Wall of infringement of 2 patents. Honda claims RMB22mn damages against Great...
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