Analysis

HONG KONG, May 28 (Reuters Breakingviews) - Xiaomi 1810.HK is primed to launch the next salvo in China’s car wars. The smartphone-to-autos maker reported record first-quarter revenue on Tuesday, while adjusted net income rose by two-thirds to $1.5 billion. A 10% profit margin and deep pockets mean i

Shares in European aerospace giant Airbus (OTC: EADSY) rose by as much as 4% in early-morning trading today. The move follows the announcement that Vietnam's Vietjet airline has doubled its orders of wide-body Airbus A330neo aircraft to 40 from 20 during French President Macron's visit to the...

May 27 (Reuters) - An intensifying auto industry price war in China has stoked fears of a long-anticipated shake-out in the world’s largest car market.

LONDON, May 23 (Reuters) - Global investors admit to flying blind in markets roiled by erratic U.S. trade rhetoric and chaotic economic forecasting, stressing that placing long-term bets was harder now than at any time since the 2020 COVID-19 crisis.

TOKYO, May 15 (Reuters) - Nissan's 7201.T new chief executive Ivan Espinosa faces an uphill task turning around the troubled Japanese automaker with no guarantee it can reverse sliding top-line sales, analysts said, even as he moves to slash costs.

HONG KONG, May 14 (Reuters Breakingviews) - The world’s biggest IPO this year excludes U.S. onshore investors. The decision reduces geopolitical risks that loom over Chinese battery maker Contemporary Amperex Technology's 300750.SZ $4 billion Hong Kong debut. It also shields...

BEIJING, May 14 (Reuters) - SiCarrier, a Chinese chip equipment maker with close links to Huawei, has created a stir with the breadth of its planned product range.Its efforts to become a one-stop shop for all tools needed to semiconductors illustrate how the sector - st...

TradingKey - Since April, the Nikkei 225 has surged from 32,000 to nearly 38,000 points—a 15% gain that sharply outpaces the S&P 500’s performance over the same period. Beyond the uptick in local investor engagement, global funds have also renewed their interest in Japan’s markets.

LONDON, May 9 (Reuters) - Investors are betting on long-depressed UK markets as a U.S. trade deal, rate cuts and hopes for renewed links with Europe spur optimism for a revival as they search for alternatives to a volatile Wall Street and flailing dollar.

HONG KONG, May 8 (Reuters Breakingviews) - Sometimes a U-turn is necessary. China's Geely Auto 0175.HK is offering to take electric-vehicle unit Zeekr ZK.N private less than a year after the company's debut in New York. Absorbing the $6.4 billion entity will help Geely group founder Li Shufu...

HONG KONG, April 10 (Reuters Breakingviews) - U.S. President Donald Trump's erratic policymaking may be out of Beijing's hands, but there is one vital thing it can control: its stock market. Chinese indexes have been less volatile this past week compared to global benchmarks. Official intervention i

By Katrina Hamlin HONG KONG, March 25 (Reuters Breakingviews) - Rivals from Ford Motor F.N to Stellantis STLAM.MI will be looking at Geely Automotive 0175.HK with envy. Last week, the $23 billion Chinese vehicle producer revealed its core earnings jumped 56% to 7.7 billion yuan ($1.1 billion) in

March 21 (Reuters) - Beijing's criticism of Hong Kong conglomerate CK Hutchison's move to sell its ports business is a precursor to heightened political scrutiny of major Chinese business divestments involving American buyers, analysts say.

By Katrina Hamlin HONG KONG, March 19 (Reuters Breakingviews) - Xpeng’s 9868.HK smart cars are starting to look a lot less special. The Chinese electric-car maker built its brand on the back of years of investing in sophisticated assisted driving systems rivalling those of Elon Musk's Tesla T...

HONG KONG, March 18 (Reuters Breakingviews) - Chinese retail investors appear to be regaining some of their long-lost risk appetite in local stocks. That should be a welcome sign that efforts to restore confidence in the economy are finally having an impact. On closer look, however, the recent equit

March 18 - U.S. equity markets are facing severe headwinds in early 2025, while Chinese equities rally, leaving global investors – structurally underweight China since 2021 – scrambling to adjust. This divergence underscores a critical question: Are Chinese stocks an effective hedge against fading U

SINGAPORE/HONG KONG, March 14 (Reuters) - As U.S. President Donald Trump's wide-ranging trade war rouses fears of recession, global investors have found an unlikely new sanctuary: Chinese equities.Hong Kong's benchmark Hang Seng Index .HSI - where many major Chinese companies are listed - is up...

HONG KONG, March 14 (Reuters Breakingviews) - BYD 002594.SZ, 1211.HK is getting too little credit from shareholders. Sure, the Chinese electric car maker’s stock has soared 70% over the past year. And last week buyers raced to snap up $5.6 billion of new shares the company sold in Hong Kong. Yet...

LONDON, March 13 (Reuters) - European asset managers are reconsidering their policies on investing in defence, under pressure from clients and some politicians to loosen restrictions and help fund the continent's race to re-arm.Under European Union rules, a number of funds badged as sustainable...

AI Opportunity and Risk: Salesforce’s decade-long AI investment and Agentforce leverage its clients, but AI could reduce seat demand and commoditize offerings.Moat vs. Agility: High switching costs secure its enterprise base, yet its size may slow adaptation to AI-native competitors.