Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
326 Views
Encouraging Non-Interest Income in China's Banks
For too long China's state banks have relied on a guaranteed profit from state-sanctioned lending rates. Electronic payment systems will provide...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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