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 […]
Buy Toyota?
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 […]
Some surprisingly good news..
A rebound in Chinese auto sales. Since this is now the second largest car market in the world, it matters.
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
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 […]