Faulty Takata Air Bags Will Remain a Storm Cloud for Honda for a Long Time.
We are lowering our fair value estimate to JPY 2,635 per share from JPY 3,284.The change is from the yen strengthening against the dollar since our...
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Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
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Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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