Blue Bird, one of Indonesia’s largest taxi companies, talks about its shift toward electric vehicles

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Andre Djokosoetono, president director of Blue Bird Group, discusses his hopes if growing the company’s EV fleet in Indonesia to 10% within the next three to five years, and how public charging stations are aiding their efforts. Source link

JP Morgan on compelling opportunities in EM Asia under the index

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email James Sullivan of JP Morgan says a stronger dollar will challenge Emerging Asia, and stresses bottom-up investing in this environment. He says the effects of U.S. tariffs on China could push China to divert trade and challenge ASEAN export competitiveness. Source link

Trump’s proposed tariffs will lead to higher global inflation, Siemens CEO says

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Roland Busch, CEO of Siemens, says President-elect Donald Trump’s proposed tariffs are set to push up inflation and lead to higher global prices, although he doesn’t expect a direct hit to his business. Source link

Trump 2.0 risks a ‘global trade war’ if he imposes blanket tariffs on all imports, says Stephen Roach

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Stephen Roach, senior fellow at Paul Tsai China Center of the Yale Law School, discusses the direction of U.S.-China relations during Trump’s second term, says the president-elect will adopt sweeping anti-China measures. Source link

Bottom-up investment opportunities in China have improved from 2023

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivian Lin Thurston of William Blair Investment Management discusses which sectors in China she sees fundamentals improving and says that some stocks are interesting and attractive from a theoretical perspective even if their valuations don’t reach the averages from 5 years ago….

Snapping up abandoned homes in Japan: Buyers beware, says expert

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CNBC’s Lin Lin takes a closer look at the surge in Japan’s abandoned homes, which foreigners can snap up cheaply. But one expert warns buyers to be realistic with their expectations, as the value of these homes could depreciate further over time….

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