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January 2016

January 13th, 2016 · Comments Off on January 2016

We explained (in detail here) how Germany is profiting doubly by locking in competitiveness advantage Gaining 20-30% competitiveness vis-a-vis the peripheral countries in the first decade, now locked in because the latter can’t devalue versus Germany The resulting eurocrisis as the peripheral countries try to win back competitiveness through internal devaluation prompting the ECB to […]

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Tags: Car Market

Buy Toyota?

June 1st, 2009 · 2 Comments

One of the most admired companies in the world has been on sale in the car market slaughter, but apart from the bankruptcy of their biggest rival, there are a few more trends going their way…

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Tags: Car Market

Some surprisingly good news..

February 10th, 2009 · 1 Comment

A rebound in Chinese auto sales. Since this is now the second largest car market in the world, it matters.

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Tags: Car Market · Emerging Markets

Detroit Bailout?

November 15th, 2008 · Comments Off on Detroit Bailout?

We’re not in favour, we think that a Chapter 11 reorganization would be much better, but we recognize that no solution is perfect. Big retrenchment is unavoidable anyway

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Tags: Car Market

The end of Detroit?

October 10th, 2008 · Comments Off on The end of Detroit?

We thought, perhaps one of the big three will falter, but all three?? Surely the bankruptcy of one of them must help the other two? However, after greatly being hobbled already by the now somewhat relenting energy crisis, now comes the recession. It’s what you call a double whammy..

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Tags: Car Market