Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Japan: Wage Inflation, Startups and an Evolving Economy
The Nikkei published an article over the weekend that we felt was well worth reading: Startups not status Japan's top grads rethink successWe have...
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Toyota: Down with Dysprosium
Toyota announced on Tuesday that it had successfully developed a neodymium magnet that not only eliminated the usage of dysprosium (~USD300/kg) and...
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Denso Reports in Line 3Q Result, Raise FVE to JPY 6,400 on Stronger Renminbi and Euro.
Excluding a favorable foreign exchange rate, narrow-moat Denso Corp (6902 JP)'s third-quarter result was generally in line with our full-year...
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