Tsuruha Holdings/Toyota Motor Pair on a Stronger JPY
Running thorough ideas presented by Campbell Gunn in his stronger yen insight Japan: What to Buy & Sell if the ¥ Rises to 90 , we found a...
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China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
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Japan: What to Buy & Sell if the ¥ Rises to 90
CURRENCY DRIVER - The ¥/US$ cross rate has strengthened by 5.3% since the recent US$ peak of ¥114.20 on November 12th 2018, which has led some FX...
600 Views
US Autos: Looking Back on 2018 and Musing on 2019
FY2018 light vehicle demand in the U.S. came in at 17.3m units, vs. what we had been forecasting since 1H18 to be mid-high 16m unit SAAR...
573 Views
Korean Government and Hyundai Motor Group's Grand Ambitions to Expand Hydrogen Fuel Cell Vehicles
On December 18th, the Korean government announced numerous measures to reduce fine dust levels, including a significant increase in the number of...
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