December U.S. Autos: FY17 Demand Ending a Streak of 7 Annual Gains
December SAAR registered 17.9m units, up 2.4% sequentially but up by 1.4% YoY. In raw unit terms volumes improved by 15% sequentially but were down...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Toyota Motor and Panasonic Announced the Start of an Alliance in Battery Development
Toyota Motor and Panasonic announced an agreement to begin studying the feasibility of a joint automotive prismatic battery business.Both companies...
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Investors Need Capable and Maybe a Bit Lucky Automotive Analysts for Japan Equity Investments
We deeply respect our fellow insight provider at Smartkarma and it is beneficial for our clients to observe us having discussions in regards to...
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China November Auto Demand: SAAR Weakens MoM but FY17 Demand Likely to Be up by 3-4%
In many ways China's 4Q SAAR patterns are very reminiscent of 4Q17, so we are not concerned about the MoM SAAR dip seen in November.China's...
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