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CHINA EV TARIFFS
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
INSIGHT-How Honda's old guard tried, and failed, to oust its CEOHonda is encountering significant disputes as a faction of retired executives pushes for the removal of CEO Toshihiro Mibe. Citing his fail...
Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...
Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
BYD eyes Canadian EV market as new trade deal opens doors for Chinese automakers, but federal rebate eligibility raises key questions for buyersBYD is set to enter the Canadian electric vehicle market following a new trade deal that reduced tariffs on Chinese-made EVs. The automaker...
The aluminium boom is here: Why Morgan Stanley says Hindalco is set to explodeMorgan Stanley initiated coverage on Hindalco Industries with an ‘Overweight’ rating and a target price of Rs 1,325, citing a favourable al...
Stellantis plans partnerships with Dongfeng in Europe, JLR in USStellantis is joining forces with China's Dongfeng to create a dynamic joint venture aimed at producing new energy vehicles right in the he...
Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
Can China's Xi rescue Trump from a bruising West Asia war?Donald Trump seeks a significant win from his upcoming China trip to bolster his reputation and aid midterm election prospects. The meeting...
Why did the US stock market crash today? Dow Jones, S&P 500 and Nasdaq sink deep into red as Iran tensions and soaring oil prices fuel fresh inflation fears across Wall StreetUS stock market crash today shocked Wall Street after US CPI inflation jumped to 3.8%, the highest level in three years. The Dow Jones fell...
US industry, lawmakers plead with Trump: Don't open door to Chinese cars at Xi summitU.S. industry groups and bipartisan lawmakers are urging President Trump not to allow Chinese auto investments, citing concerns over market...
Tata Group, JSW to plow $1 billion in EV, battery techIndian giants Tata Group and JSW Group are investing close to $1 billion. They are building local capabilities in electric vehicle and batt...
Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoidingDespite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and...
BYD car discounts show China’s EV price war is getting worseChina's car market faces fierce price competition. BYD and rivals are increasing discounts despite government calls to stop. This intense r...
China's global EV push reflects its ambition - and harsh economics at homeChina's automotive industry is aggressively expanding overseas due to a saturated domestic market and a fierce price war. With a significan...
Beijing auto show: Chinese EV makers target Europe’s luxury car turfChinese car makers are now targeting premium customers. Brands like Geely and Nio are launching advanced electric and hybrid vehicles. Thes...