CHINA - Toyota Dealership Visit - Strong Sales on the Back of the Korean Automakers
Toyota should show strong FY17 results from China on strong demand and little need for discounting. The outlook for 2018 is likely not as good as...
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U.S. November Light Vehicle Sales Outlook: Expect Continuing Post Hurricane Normalization
As we get ready to head off to the Thanksgiving holidays in the U.S., we should expect to see a post-hurricane normalization pattern to U.S. SAAR...
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Chinese Outbound Tourism in Oct: Improving China - South Korea Relationship
In October, the number of mainland Chinese flight passengers traveling overseas reached 2.14 mm, representing a 9% growth year-over-year. Macau,...
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October China Auto Demand: 32.8m Unit SAAR - The Strongest Seen in History
China's October auto sales recorded 2.6% MoM increase and 2.0% YoY growth. October had 6 less selling days than September, so while unadjusted MoM...
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Confessions of an Independent Research Analyst
This is a follow-up to my report Independent Research in Asia 2.0. I borrowed the title from a memorable book called Confessions of an Economic...
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