June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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한국의 재벌개혁, 다음 단계로 돌입
지난 6월 13일, 대한민국에서는 지방자치단체의 장과 구성원을 뽑는 지방선거와 현재 비어있는 국회의원 의석을 채우기 위한 재보궐선거, 두 개의 선거가 열렸다. 여당인 더불어민주당(이하 더민주)이 두 선거에서 모두 압승함에 따라 이번 정부의 정책 방향에 힘이 실릴...
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June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
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Update on the EV Roll-Out in Korea and a Visit to the Hyundai Motor Studio in Goyang
In this report, I provide an update on the status of the EV roll-out in Korea. Plus, I recently visited the Hyundai Motor Studio in Goyang, about...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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