Malaysia National Automotive Policy 2020: Beneficiaries
The National Automotive Policy 2020 (NAP 2020) has been officially launched, building on NAP 2014, focusing on launching Malaysia as the regional...
311 Views
EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
389 Views
Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
339 Views
Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
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Japan - Shorts Cover Consumer Staples, Increase Positions on Consumer Discretionary
The short notional in the market for the week ending 7 February is US$25.00bn (up by US$100mm) with the largest short positions in Itochu Corp...
374 Views