Tesla: The Sky's The Limit...Until
I projected Tesla would miss ambitious guidance of 500K deliveries for 2020, which it had targeted for 2018, but it finally came close. Meeting...
441 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
196 Views
Two Contrasting Views of What Could Happen Next Week in the United States on January 20th
In this insight, we discuss the two contrasting views of what could happen next week in the United States on January 20th (Inauguration day of the...
282 Views
TMI Snapshot: Fed Tapering Talk Surge - Our Data Says This Is More About Inflation Vs. Asset Bubbles
Talk of Fed tapering or withdrawal of accommodation has surged 3x STDEVs, the most since 2018. Our data suggests this has more to do with the...
298 Views
NIO: NIO Day Unveils Downside Risks
We see more risks to the NIO story from the information given NIO Day on 9th Jan. Sooner rather than later, NIO's monthly car delivery would be...
393 Views