JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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Denso and Toyota to Integrate Their Electronic Control Unit Under Denso’s Control
Denso Corp (6902 JP) announced last month that, it has agreed with Toyota Motor Corp (7203 JP) to consolidate the electronic component operations...
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June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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Tesla's China Problems--Price Hikes & Competition in Its Second Largest Market
Tesla Raises Prices in China at its Own Risk: Tesla recently announced that it would be raising the prices of its Model S and Model X vehicles in...
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Toyota Motor Philippines Visit: The Ugly Duckling Turns into a Beautiful Swan
We were recently along with other sell/buy side Analysts invited to visit Toyota motor`s Philippine subsidiary (TMP).Philippine automotive market:...
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