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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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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China Auto 2017 Review: Geely's Inflection Pt, Industry's LSD Growth, Rising Auto Financing
In 2017, mainland Chinese purchased 23.8 mm units of passenger vehicles (vs. 17.2 mm units in the US). Last year, retail, wholesale, and...
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What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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