Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
290 Views
Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
258 Views
Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
262 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
1.8k Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.2k Views