U.S. Auto Demand in January: SAAR Down, Incentives Down
U.S. January light vehicle sales came in at 1.15m units, consistent with mid-month run rate and representing a 28% sequential decline but 1% YoY...
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GM: Will GM Korea Go the Way of GM Holden?
In the wake of yet another round of media speculation that GM may exit from Korea, we looked at some numbers behind GM Korea and made a few...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Hyundai Motor Group: That HoldCo Speculation Again?!
There is a peculiar disonnect between the Hyundai Motor Group's reality versus what sellside research has been rehashing every few years to broke...
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Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
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