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  • 31 Mar 2016
    • No clear lead between Ford and GM in brutally competitive auto industry
      The competitive gap between Ford and General Motors has been tightening, with few areas of credit differentiation between the companies’ North American portfolios, profit margins, balance sheet strength or liquidity positions. We do not see either emerging as a leader in the areas of electric vehicles, connectivity, ride sharing and autonomous vehicles, the next areas of focus in the auto industry... Press Release l Full Report
  • 15 Jan 2016
  • 10 Nov 2015
    • Global auto sector faces mounting long-term pressures
      The already challenging conditions in the global automotive manufacturing industry will likely worsen over the long term. The industry is currently extremely cyclical, competitive, capital intensive and burdened with excess capacity. What's more, automotive manufacturers face increasingly demanding fuel economy, emissions and safety standards, which will require significant investments from these companies…Full Report l Press Release
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