Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion in cumulative fossil fuel import costs by 2050, while also reducing pollution-related health costs and avoiding climate-related economic damage.</li><li>The report finds that, under a business-as-usual pathway, Colombia’s cumulative road transport fuel import bill could reach US$226bn by 2050.</li><li>Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.</li></ul>

Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion in cumulative fossil fuel import costs by 2050, while also reducing pollution-related health costs and avoiding climate-related economic damage.The report finds that, under a business-as-usual pathway, Colombia’s cumulative road transport fuel import bill could reach US$226bn by 2050.Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.

Energy Transition: Colombia - Leapfrog to Electric

Independent Sell Side Equity Research Analyst, ChartSmarter

Douglas Busch

Independent Sell Side Equity Research Analyst

ChartSmarter

ChartSmarter is a service dedicated to the art of technical analysis.

On a daily basis we write up actionable ideas on a specific, major S&P sector on both the long and short side, in an easy yet thorough way. In the notes we give precise entries and exits, while looking to capture the "meat" of a trend.

Technical Analysis.

Technical Analysis

<ul>
<li>Spanning the globe for current best-in-breed auto players shows diverging action.</li>
<li>New pair suggestion: Long Tesla/Short Rivian. Bottom could be in on TSLA</li>
<li>Updated JD.com general status from last week's China/Japan Note encouraging.</li>
</ul>


Spanning the globe for current best-in-breed auto players shows diverging action.
New pair suggestion: Long Tesla/Short Rivian. Bottom could be in on TSLA
Updated JD.com general status from last week's China/Japan Note encouraging.


Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

<ul>
<li>The bullish outlook for global equities (MSCI ACWI) that we initiated in early November 2023 remains intact; continue to ride this trend higher.</li>
<li>Many of the heavily-weighted countries in terms of global market capitalization (U.S., Europe, Japan) are extended; we'd welcome some consolidation, though it may come from higher levels.</li>
<li>Ultimately, market dynamics remain healthy, and we would treat pullbacks as buying opportunities. Downgrading India to market weight. Actionable Themes: Global Materials, Energy, Consumer Discretionary, and Industrials</li>
</ul>


The bullish outlook for global equities (MSCI ACWI) that we initiated in early November 2023 remains intact; continue to ride this trend higher.
Many of the heavily-weighted countries in terms of global market capitalization (U.S., Europe, Japan) are extended; we'd welcome some consolidation, though it may come from higher levels.
Ultimately, market dynamics remain healthy, and we would treat pullbacks as buying opportunities. Downgrading India to market weight. Actionable Themes: Global Materials, Energy, Consumer Discretionary, and Industrials


Bullish Outlook Intact; Downgrading India; Buys in Materials, Energy, Discretionary, Industrials

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>The Forsyth Barr EV and Vehicle Digest delves into the automotive landscape in NZ and the accelerating electric vehicle (EV) revolution.</li><li>We aim to provide regular insights into crucial industry aspects, such as government policies, vehicle loan financing, and transaction analysis.</li><li>Further, we will periodically detail developments in consumer preferences, charging infrastructure, battery technology, and other influencing factors in the industry.</li></ul>

The Forsyth Barr EV and Vehicle Digest delves into the automotive landscape in NZ and the accelerating electric vehicle (EV) revolution.We aim to provide regular insights into crucial industry aspects, such as government policies, vehicle loan financing, and transaction analysis.Further, we will periodically detail developments in consumer preferences, charging infrastructure, battery technology, and other influencing factors in the industry.

Forsyth Barr EV and Vehicle Digest - Edition 3 — Clean Car Discount Ends

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul>
<li>About 70% of more than 20 Chinese carmakers with a presence outside of China are expected to see an uptick in the number of employees sent to work overseas in 2023, reflecting their increased bet on international expansion as they face intensifying competition at home.</li>
<li>That’s an estimate from a white paper jointly published Monday by three subsidiaries of New York-based risk adviser Marsh McLennan.</li>
<li>It came against the backdrop of China having overtaken Japan as the world’s largest car exporter by volume earlier this year.</li>
</ul>


About 70% of more than 20 Chinese carmakers with a presence outside of China are expected to see an uptick in the number of employees sent to work overseas in 2023, reflecting their increased bet on international expansion as they face intensifying competition at home.
That’s an estimate from a white paper jointly published Monday by three subsidiaries of New York-based risk adviser Marsh McLennan.
It came against the backdrop of China having overtaken Japan as the world’s largest car exporter by volume earlier this year.


Chinese Carmakers Ship More Workers Abroad for Expansion, White Paper Says 

United Kingdom

Fiat Chrysler Automobiles NV manufactures and markets automobiles and commercial vehicles. The Company also produces metallurgical products and production systems for the automobile industry, and owns publishing and insurance companies.

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Fiat Chrysler Automobiles NV (FCAM BQ)

Energy Transition: Colombia - Leapfrog to Electric

Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion...

Carbon Tracker Initiative

International Automobile Analysis

China markets showing excellent resilience and could be a good sign for the global economy. Automobile plays that may benefit.

Douglas Busch

Bullish Outlook Intact; Downgrading India; Buys in Materials, Energy, Discretionary, Industrials

Bullish Outlook Intact on MSCI ACWI; Downgrading India to Market; Market Dynamics Healthy; Treat Pullbacks as Buying Opportunities; Buys in global...

Vermilion Research

Forsyth Barr EV and Vehicle Digest - Edition 3 — Clean Car Discount Ends

The Forsyth Barr EV and Vehicle Digest delves into the automotive landscape in NZ and the accelerating electric vehicle (EV) revolution.

Forsyth Barr

Chinese Carmakers Ship More Workers Abroad for Expansion, White Paper Says

About 70% of more than 20 Chinese carmakers with a presence outside of China are expected to see an uptick in the number of employees sent to work...

Caixin Global

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