Skip to main content

Featured Post

Trump’s Tariff Threat Drives Investors Toward India, Japan Stocks

Donald Trump’s election victory has shifted investor interest to India and Japan due to concerns over potential tariffs on Chinese goods, which could reach up to 60%. Morgan Stanley has reiterated its preference for India and Japan stocks over China, as India is seen as a manufacturing alternative with a domestic-driven economy, offering relative immunity to global risks. Meanwhile, Japanese stocks stand to gain from higher U.S. interest rates, which may weaken the yen and benefit Japan’s exporters. Supply chain shifts away from China also support investment in India, Japan, and Southeast Asia, according to veteran investor Mark Mobius, who noted that India has the labor force to match China’s. Following the election, the MSCI Japan and MSCI India indexes rose over 1.5%, while MSCI China dropped more than 2%. Analysts expect ongoing pressure on Chinese stocks if Beijing’s stimulus efforts fall short, potentially increasing investments in Japan. However, Societe Generale m
Post a Comment

'Made in China' Targets Europe’s Luxury Car Market with High-Tech Features at Lower Prices


Chinese automakers are making aggressive moves into Europe's luxury car market, offering vehicles with high-tech features like digital dashboards, leather interiors, and champagne coolers, often at half the price of their European counterparts. While Porsche and Mercedes continue to dominate the luxury segment with their brand allure and heritage, Chinese manufacturers, led by companies like BYD and Xiaomi, are rapidly gaining ground.

Having tripled their market share in China's high-end segment in just two years, these manufacturers are now eyeing Europe. Xiaomi's SU7 sports car has even garnered praise from Ford CEO Jim Farley, who has been driving it for the past six months. Despite the allure, Chinese automakers are facing challenges, including tariffs on Chinese-made electric vehicles (EVs) set to be imposed by the European Union (EU) this week. These tariffs come after eight rounds of negotiations with Beijing failed to resolve key trade disputes.

The push into Europe comes as sales and profits of traditional automakers slump during the transition to the electric vehicle era. With high profit margins in the luxury segment, Chinese automakers are vying to establish themselves as serious contenders in a market that has long been dominated by European brands.


source: bloomberg

Labels:

Comments

Post a Comment

Popular posts from this blog

INTC Share Watch and News

Stock Info Market Monitor Company Profile Intel Corporation designs, manufactures, and sells integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also offers system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. It also provides chipset products that send data between the microprocessor and input, display, and storage devices, such as keyboard, mouse, monitor, hard drive, and CD or DVD drives; motherboards that has connectors for attaching devices to the bus, and products designed for desktop, server, and workstation platforms; and wired and wireless connectivity products, including network adapters and embedded wireless cards used to translat
1 comment
Read more

3M Raises Profit Forecast After Beating Quarterly Estimates on Electronics Demand

3M Co raised the lower end of its full-year adjusted profit forecast after strong demand for electronics and industrial products helped the company surpass quarterly profit expectations. Shares of 3M were up 4.2% at $140.5 in pre-market trading. An increase in demand for electronics used in vehicles and mobile phones boosted profits for the company, which had previously faced challenges as high inflation led consumers to delay major purchases. The industrial sector is also expected to benefit from the recent US Federal Reserve decision to cut borrowing costs in September, encouraging more consumer spending. 3M has implemented cost-cutting measures, including job reductions and spinning off its healthcare business, to counter the impact of a demand slowdown . Key highlights from the report: Sales in the transportation and electronics segment grew 1.8% year-on-year. Sales in the safety and industrial segment , which produces adhesives for industrial use, increased by 0.5% . 3M&
Post a Comment
Read more

A Trader’s Guide to Navigating Malaysia's Budget 2025

Malaysia’s consumer and construction stocks are poised to benefit from Budget 2025 , as Prime Minister Datuk Seri Anwar Ibrahim is expected to introduce measures aimed at lowering the cost of living and unveiling infrastructure projects . As both Prime Minister and Finance Minister, Anwar will likely announce targeted cash transfers , civil servant salary hikes , and potential revisions to the minimum wage to boost disposable incomes, supporting retailers like AEON Co and Padini Holdings . In the construction sector, analysts expect the budget to include new projects such as the Mass Rapid Transit Line 3 and Pan Borneo Highway , with companies like Gamuda , Sunway Construction , and IJM Corp set to benefit. There could also be updates on the Johor-Singapore High-Speed Rail and cross-border economic zones, reigniting interest in the sector. The government’s commitment to growing semiconductor industries may lead to support measures for data center developers like YTL Power Int
Post a Comment
Read more