Mazda – 2021 High Conviction Recovery on Track and It’s a Sneaky Commodity Inflation Play
We remain highly bullish on Mazda’s prospects with the US and Australia likely to drive strong earnings growth thanks to both volumes and a...
393 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
211 Views
Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
177 Views
Does an Apple Tie-Up Make Sense for J-Autos?
In the search for potential suitors for Apple's entry into the EV space we examine the likelihood of the major Japanese auto manufacturers...
199 Views
Apple - Dumping Hyundai Motor Group in Favor of Japanese Auto Companies to Develop EVs?
On 5 February, a Bloomberg article mentioned that the recent talks between Apple Inc (AAPL US) and Hyundai Motor Group have been put on hold. Apple...
264 Views