China Auto 2017 Review: Geely's Inflection Pt, Industry's LSD Growth, Rising Auto Financing
In 2017, mainland Chinese purchased 23.8 mm units of passenger vehicles (vs. 17.2 mm units in the US). Last year, retail, wholesale, and...
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China's Auto Market Saw Modest Growth in 2017; Private Labels Rise at the Expense of French Brands
The domestic passenger vehicle market posted modest growth in 2017, with overall sales volume rising 1.4% year on year to 24.7 million units,...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
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