July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
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July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
373 Views
Updates on Korea's Chaebol Reforms - Proposed Revisions of the Fair Trade Act Were Specified
On 6 July 2018, a public hearing on proposed revisions of the Fair Trade Act was held. In my earlier insight Korean Conglomerates Likely to Embark...
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June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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한국의 재벌개혁, 다음 단계로 돌입
지난 6월 13일, 대한민국에서는 지방자치단체의 장과 구성원을 뽑는 지방선거와 현재 비어있는 국회의원 의석을 채우기 위한 재보궐선거, 두 개의 선거가 열렸다. 여당인 더불어민주당(이하 더민주)이 두 선거에서 모두 압승함에 따라 이번 정부의 정책 방향에 힘이 실릴...
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