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...
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June China Auto Sales: A Stronger 1H17 over 1H16
Based on the news headline numbers of 1.8M units of PV sales and 400k units of CV sales, implied SAAR in June comes to 26.9M units, down from the...
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Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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Despite the United States Giving the Cold Shoulder, Manufacturing Cars in Mexico Makes Sense
As Donald Trump tries to revive an American manufacturing base, automotive production in Mexico has come under scrutiny. Many global automakers...
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June U.S. Auto Demand Below 17M Units SAAR: Revising Down 2017 Expectations
U.S. SAAR came in at 16.5M Units for 1H17 average of 17.1M units, from FY16 light vehicle demand of 17.5M units. D3 discussions of June sales...
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