automotive industry
The Hidden Economic Toll of ‘Carspreading’: A New Risk for Your Portfolio?
‘Carspreading’, the trend of growing car sizes, is more than a parking issue; it’s a major economic risk impacting infrastructure, finance, and investing.
Beyond the Billions: Decoding Toyota’s $10 Billion Strategic Bet on the American Economy
Toyota’s $10B US investment is a masterclass in strategy, blending geopolitics, supply chain resilience, and a major bet on the American economy’s future.
The Chip War’s New Frontline: Why a Dutch Power Play Could Reshape Global Tech
A Dutch government seizure of a Chinese-owned chip maker signals a dramatic escalation in the global tech war, with huge implications for AI and beyond.
The Chip War Just Escalated: Why a Dutch Move Against a Chinese Firm Should Matter to Every Developer and Startup
A Dutch government seizure of a Chinese-owned chip maker reveals the deep vulnerabilities in our global tech supply chain, impacting everything from AI to SaaS.
Investing in America: Decoding Corporate Strategy in an Era of Economic Unpredictability
An analysis of the US investment climate, exploring how businesses navigate policy uncertainty, a tight labor market, and shifting corporate strategies.
Chip War Détente? Decoding China’s Trade Concession and Its Impact on the Global Economy
China’s move to ease a chip export ban offers relief to global markets, but what does this signal for the ongoing U.S.-China tech war and your portfolio?
The Chip War’s New Front: Why China’s Olive Branch to Europe Could Reshape Global Markets
China’s easing of chip export controls to Europe is a strategic move in the global tech war, with major implications for the economy and stock market.
The Chip War Just Shifted Gears: Why Your Next Car is on the Geopolitical Frontline
A new front in the tech war opens as China’s chip curbs on Nexperia threaten the global auto industry, impacting everything from AI to software development.
The Prancing Horse Pulls the Reins: Why Ferrari’s UK Strategy is a Masterclass in Economic Scarcity
Ferrari strategically cuts UK car deliveries to protect brand value, a masterclass in economic scarcity following the UK’s non-dom tax regime changes.