Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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August 2018 US Automotive Sales: Segment Migration Wave Accelerating
US SAAR for August 2018 came in at 16.72 million, which is flat to the 16.77 million for July 2018 and the 16.58 million for August 2017SAAR has...
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What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
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Global Fuel Cell Industry: The Categories of Fuel Cells and the Publicly Traded Pure Plays in Each
This is the second in a series of reports that we are publishing on the global Fuel Cell industry. The focus of these reports is on the publicly...
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JAPAN PASSIVE: BOJ Tapering ETF Buys? Not So Fast
On 31 July 2018, the BOJ issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative Monetary Easing...
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