Barron’s (January 8)
“There are few winners in the U.S. stock market from higher tariffs,” but investors are betting and hoping to win if the Supreme Court strikes Trump’s tariffs down. “The Supreme Court may or may not issue a Friday ruling regarding the legality of President Donald Trump’s use of emergency powers to impose tariffs without the approval of Congress. But investors already appear to be betting that the court will strike a blow against the levies.”
Tags: Congress, Emergency powers, Investors, Ruling, Stock market, Supreme Court, Tariffs, Trump, U.S., Winners
Nikkei Asia (January 2)
“Since Western markets hesitated to join the rapid EV shift, sales of Chinese EVs are likely to keep surging, especially in Asia. However, the crowded sector has given way to excessive competition, and this year may clearly separate winners from losers.”
Tags: Asia, Chinese EVs, Crowded, EV shift, Excessive competition, Hesitated, Losers, Rapid, Sales, Sector, Surging, Western markets, Winners
Investment Week (September 29)
“Which companies are actually ‘doing AI’ is the question that has to be answered.” Just as “a lot of fund houses are making a big show of talking about AI as it puts them ‘in’ this next big trend, the same is true for many of the companies they are looking to buy.” Hype abounds and the Financial Times “discovered a disparity between the AI leaps CEOs were buzzing about in their company’s investor calls and the actual investment the businesses were making into this space.” To keep “AI in check just from a risk management basis” and to separate “the winners from the churn,” active mangers are essential. “The value of active management cannot be underestimated, not just for the necessary diversification but to actually play a role in making this new era not be as ‘terrifying’ as people are predicting.”
Tags: Abounds, Active mangers, AI, Big trend, Buy, CEOs, Churn, Companies, Disparity, Diversification, Fund houses, Hype, New era, Predicting, Risk management, Terrifying, Winners
Reuters (April 22)
“The burning question facing China’s EV industry… is how and when it can convert explosive sales of ground-breaking vehicles into sustainable profits. The intense competition driving the sector’s innovation has also made China a market with precious few winners, foreign or domestic.” Approximately 170 domestic and automakers are competing in China, “but only 14 have a market share higher than 2%.” In 2024, excluding hybrids there were 327 EV models produced by 86 brands. Ultimately, there will be “few survivors from China’s hypercompetitive EV industry.”
Tags: Automakers, China, Competition, Domestic, EV industry, EVs, Explosive sales, Foreign, Ground-breaking, Hybrids, Hypercompetitive, Innovation, Market share, Survivors, Sustainable profits, Winners
Institutional Investor (October 20)
“Out of 770 institutional investors around the globe that are collectively responsible for $34.7 trillion in assets, 52 percent said in June that as de-globalization accelerates they will try to invest in companies with more localized supply chains, according to an annual study by Schroders.” While “trade and technology continue to cross borders and, generally speaking, the world is still shrinking,” geopolitical tension and war have turned “de-globalization into a megatrend creating winners and losers in business.”
Tags: De-globalization, Geopolitical, Institutional investors, Invest, Localized supply chains, Losers, Megatrend, Responsible, Schroders, Technology, Trade, War, Winners
Reuters (October 17)
“Financial markets have some things in common with professional sport. Investors and fans are both desperate for winners and despondent about losing. They are passionate about little ups and downs, while outsiders often find the rules arcane and the enthusiasm weird. And for both, all the jumping and screaming has little effect on the rest of the economy.”
Bloomberg (November 11)
“There are reasons to suspect that all the hand-wringing about China pulling down the rest of the world may be a tad overdone. Just as the country’s slump is producing obvious losers…it’s producing winners as well.” They “will help the world withstand a protracted period of sub-par performance by China,” much as the world did “when Japan’s economy downshifted dramatically in the 1990s.”
Tags: China, Economy, Hand-wringing, Japan, Losers, Performance, Slump, Winners, World
Institutional Investor (May Issue)
“New innovative business models by upstarts Tesla and Uber are poised to disrupt multiple industries at once.” Both companies have been driving around barriers thrown up by conventional businesses that feel threatened. “The real winners to watch — the companies that will shape the landscape of American business and tech — are those that seek to fill customers’ every need, that work themselves into new markets however possible.”
Tags: Barriers, Business, Business models, Customers, Disrupt, Innovative, Markets, Needs, Tech, Tesla, Threatened, U.S., Uber, Winners
