Carlos Ghosn - the Reckoning
Transparency is a knife cutting both ways as Nissan has found out the hard way when the firm's inspection team uncovered a key proposal supporting Mr. Ghosn's claims and management's own conflicts of interest
Car Manufacturers
Carlos Ghosn – the End of the Affair
With the verdict of Carlos Ghosn's associate, Greg Kelly, expected in March, stark light will be cast on a legal case, obfuscated at every turn by Nissan and by Japan's prosecutors - about time too
Europe - an Industrial Revolution
Electrical vehicles - however green the credentials may be - are no 'walk in the park' for the car makers. Fighting for time, the industry has to deploy EVs to stick to emission constraints, deploy novel line-ups and fight competition - all at once..
Cars - an industry at bay ?
The confidence of buy-and-hold investors in Tesla’s ability to grow its leading position in the EV market might ultimately rest on the lack of credibility of the established car manufacturers’ effort to catch up
PSA & FCAU - a one-way bet ?
For all the talk about a car titan, the merger between Peugeot and Fiat-Chrysler faces complex trade-offs in industrial reorganization, in brand building and in research on electrification...It is best not to oversell promises on the deal
The lonely star of Carlos Ghosn
Within 12 months of Mr. Ghosn's arrest in Japan, the underpinnings of the Alliance between Renault and Nissan are giving way and the two companies are still searching for a game plan to side-step political interference by both countries
Global cars, a bleak outlook
Uniformly negative (with exception of Brazil), car sales trends are worsening in key markets, foremost in China and in Europe, and dramatically in India. The bite of deeply transformative structural factors will compound industrial uncertainty
Fiat's Game of Poker
Potentially upending the automotive industry under the guise of political urgency, regulatory pressure favoring solutions of ‘clean transportation’ is adding a new dimension to Fiat’s carefully crafted strategy
Car Armageddon ?
In 2019, a total production capacity of 137 million vehicles and sales expected to reach 92 million units, excess capacity of 47 million units leaves weaker manufacturers dangerously exposed
Fiat Chrysler on the March
Hybrid motoring, electrification, new consumer expectations and new transportation solutions are raising the bar for brand identity of all the car makers. They are also going to conjure up the specter of commoditization