Cars - an industry at bay ?
The confidence of buy-and-hold investors in Tesla’s ability to grow its leading position in the EV market might ultimately rest on the lack of credibility of the established car manufacturers’ effort to catch up
China Industry
PSA & FCAU - a one-way bet ?
For all the talk about a car titan, the merger between Peugeot and Fiat-Chrysler faces complex trade-offs in industrial reorganization, in brand building and in research on electrification...It is best not to oversell promises on the deal
The (Trade) War of the Machines
The future of trade ? Let’s watch the machines…
Fanuc and the tale of two Smith
Fanuc, a Japanese company listed in Tokyo (ticker – 6954), is a major player in industrial robotics worldwide
An electrifying future
Viewing China’s expansion in the car industry, one of the top action plans singled-out in ‘Made in China 2025’, in a broader context and on a much longer horizon
Playing the long game in EVs globally
Electrical battery production is – to some extent – yesterday’s story and competitive advantage on brand alone could become hard to keep up ...except for advanced research, which is becoming an indispensable differentiating factor