Helping you navigate the new normal
2016 data highlights one startling statistic about the world’s Top 7 auto markets. They are 85% of total world sales and as the chart shows, their overall sales growth since 2007 has been entirely due to China: China’s sales have risen nearly four-fold since 2007, from 6.3m to 24.2m Sales in […]
Plastics consumption in US autos is going down, not up. Steelmakers and glass manufacturers have recaptured ground lost in the years to 2009, and are capturing new sales as auto standards demand lighter-weight cars. And yet, if you had asked polymer suppliers about future demand in the US auto market a few years ago, they […]
To assume, as they say is “to make an ass out of u and me”. That was certainly the case last week, when financial markets assumed that China’s slightly better PMI index was a sign that its domestic economy was stabilising. They had temporarily forgotten the key message of February’s Research Note, namely that the government would aim to […]