cars

For years I have been arguing that the Achilles heel of the Chinese growth model is the unsustainable rise in debt that comes as a necessary consequence of capital misallocation fueled by bank lending. Capital misallocation, I argued, was…

Over the past couple of days I have noticed a lot of posts on the FT’s emerging markets blog about a growth slowdown in India that is occurring as a direct result of the worsening outlook in Europe.

We forgot to post this yesterday. The macro issues raised by GM in their September sales conference call. All are direct quotes from GM management.

The Bank of Japan held a private briefing with a small group of analysts from leading financial institutions in their NY rep office. The Director-General of the Research and Statistics Department led the presentation. This column…

Brazil is reportedly imposing trade barriers on auto parts imports and a variety of other products. Imports of 27 products will reportedly have tighter licensing requirements that can take up to 60 days to approve. These are called…

As workers continue to battle with the crippled Fukushima Daiichi Nuclear Plant, more impacts from the worst nuclear disaster since Chernobyl are starting to arise. The latest impact will hit car manufacturers, with plants in central Japan…

Andy Lees writes: https://www.energybulletin.net/node/11901 suggests that Norway is sitting on 3trn tons of coal on the Norwegian shelf which compares with today’s 900bn tons of proven world reserves. “By injecting oxygen we can…

Traffic jams like this one in Beijing are likely to get much worse.  Photo:  China Daily In 2009, China’s auto sales surpassed those of the U.S., reaching 13 million units (cars and light trucks).  This came as The Great Recession…

by Annaly Capital Management Okay, so this wasn’t the exact headline after GM’s record setting capital raise this week. Including over-allotment option, the offering of common and preferred stock should bring the total dollars raised to…

Jim Chanos, the famous shortseller, was on CNBC talking about the auto bailouts. Chanos thinks the story the administration is telling us about the success of the bailouts is misleading. Note the figures that Chanos cites on the return on…