Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Hyundai Motor Group: That HoldCo Speculation Again?!
There is a peculiar disonnect between the Hyundai Motor Group's reality versus what sellside research has been rehashing every few years to broke...
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Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
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China Autos in December: Looking Back at 2017 and Looking Ahead to 2018
CAAM's reported December auto shipments in China amounted to 2,653,300 passenger vehicles and 407,000 commercial vehicles, to a total of 3,060,300...
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December U.S. Autos: FY17 Demand Ending a Streak of 7 Annual Gains
December SAAR registered 17.9m units, up 2.4% sequentially but up by 1.4% YoY. In raw unit terms volumes improved by 15% sequentially but were down...
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