Japanese Savings Rates Soar in 2018: A Blow to Abe's Plans but a Boon for Discount Retailing
Average monthly savings rates and total savings stocks have long been high in Japan, but savings rates broke all records in June 2018. In one...
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Nissan/Renault: French State Intervention Continues
This past week saw some interesting news out of the ongoing saga of governance and control that is the Renault SA (RNO FP)Nissan Motor (7201 JP)...
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Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
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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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