Japan: What to Buy & Sell if the ¥ Rises to 90
CURRENCY DRIVER - The ¥/US$ cross rate has strengthened by 5.3% since the recent US$ peak of ¥114.20 on November 12th 2018, which has led some FX...
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US Autos: Looking Back on 2018 and Musing on 2019
FY2018 light vehicle demand in the U.S. came in at 17.3m units, vs. what we had been forecasting since 1H18 to be mid-high 16m unit SAAR...
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Korean Government and Hyundai Motor Group's Grand Ambitions to Expand Hydrogen Fuel Cell Vehicles
On December 18th, the Korean government announced numerous measures to reduce fine dust levels, including a significant increase in the number of...
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Japan: The 2018-Q3 Cash Flow Stakes - Runners, Riders & Red Flags
JAPAN CORPORATE CASH FLOW UPDATE - This insight updates our previous Insight Yen Weakens > Normal Service Resumed with data from all of the...
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Japan: Fortnightly Update - And So It Goes
AND SO IT GOES - After our eight-day 4.5% 'Thanksgiving rally', the market reverted to recent type and promptly fell 6.5% to Tuesday's low, which...
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