Key Analysis

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Global Autos Update: EM Turnaround Underway

One of our key views for 2016 - that the major emerging markets (EMs) that have been performing poorly over the last couple of years would bottom out - is slowly playing out and evident in passenger...

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The Next President: Implications For Russia

A Hillary Clinton presidency would adopt a tougher line towards Russia as part of a continuation of the decades-long policy aimed at containment. By contrast, a Donald Trump presidency would open the...

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EM Over DM For 2017 Vehicle Sales

The outperformance of emerging markets in terms of vehicle sales growth will become far more pronounced in 2017 as major EMs recover and DMs plateau or in some cases contract. The gradual recovery of...

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Growth To Slow As Stimulus Measures Fade

China's real GDP growth of 6.7% y-o-y in H116 was supported by large-scale fiscal stimulus, but we believe that growth will slow over the second half of the year as the government is forced to...

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