Does an Apple Tie-Up Make Sense for J-Autos?
In the search for potential suitors for Apple's entry into the EV space we examine the likelihood of the major Japanese auto manufacturers...
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Apple - Dumping Hyundai Motor Group in Favor of Japanese Auto Companies to Develop EVs?
On 5 February, a Bloomberg article mentioned that the recent talks between Apple Inc (AAPL US) and Hyundai Motor Group have been put on hold. Apple...
276 Views
Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
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Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
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Last Week in Event SPACE: Haier, NTT Doco, Tesla, Beijing Jingneng, China Biologics, HK IPO Lock-Ups
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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