Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
253 Views
How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
161 Views
Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
268 Views
What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2
I have some interesting graphs that date from June 2015 to the end of August 2015 just prior to the auto stimulus being announced. A very important...
211 Views
Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin
In my recent piece China Autos Correlation with Property: The Case to Be Bearish Now I highlighted a risk of purchase tax expiry + property curbs...
210 Views