Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
186 Views
China's Auto Sales Rebounded in July 2017
Retail (+6%), Wholesale (+6%) and Production (+2%) Auto Sales Rebounded to 6% yoy1.7 mm passenger vehicles were sold (both wholesale and retail)...
161 Views
Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
443 Views
China Auto - First Decline in Auto Production in 19 Months, Only a First Step Towards Normalisation
The hangover of the 2015-16 purchase tax rebate for vehicles <1.6L and the subsequent 16%y/y growth in sales in China autos is still...
190 Views
China Auto- Dealer Channel Check: End Demand in March Weaker than Expected, Destocking Needed
Retail sales of China's passenger vehicles would probably decline y-y again in March, after a 2% y-y decline in 2M2017. Our channel checks with...
203 Views