Tesla - avant-garde or poster child
The 'Roaring Twenties' are here again ! Companies launch brand-new, cutting-edge products and investors flock to a rising stock market... but that was a century ago, in the 1920's, was it not ?
China Industry
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
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
Global cars, a bleak outlook
Uniformly negative (with exception of Brazil), car sales trends are worsening in key markets, foremost in China and in Europe, and dramatically in India. The bite of deeply transformative structural factors will compound industrial uncertainty
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