Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
290 Views
U.S. October Auto Demand: Storm Effects Beginning to Subside as SAAR Softens to 18.09m Units
U.S. Light Vehicle SAAR softened to 18.09m units in October, from 18.57m units in September. Based on initial estimates from OEMs and other...
107 Views
FCC (7296)--Bright Spot in the Gloomy Automotive World
FCC (7296) is a Honda-affiliated clutch supplier which had a blow-out Q2 result on October 27th, booking an OP of Y3.6bn, which beat the consensus...
161 Views
The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
156 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
245 Views