Tata Motors: Down But Not Out
The Downgrades Moody’s downgraded Tata Motors Ltd (TTMT IN) (TM)'s senior unsecured debt rating on 20-June to Ba3 from Ba2 on weakening...
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TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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Tesla's Q3 Results Could Mark Its Peak and the Beginning of the End
We've updated our Tesla model based on Q3 delivery numbers reported on October 2nd. It appears as though Tesla will still generate losses in Q3,...
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