January China Auto Demand: Sales Up, SAAR Down
China's January auto demand fell by 8.2% sequentially, but was up by 11.5% YoY. January of 2018 had 3 more selling days than in January of 2017,...
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Hyundai Motor Gets Chinese Government NEV Subsidy in February - More Signs of Normalizing in China
The Hyundai Elantra Yuedong Electric qualified for the Chinese government subsidies in February according to the latest list published by the...
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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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