In this month's Opportunities in Focus column I want to discuss why the global automotive industry is at a critical juncture in its evolution. After more than a century of reliance on fossil fuels, the electrification of vehicular transport is going to be huge. Only one car in a hundred today is powered by electricity, but some forecasts reckon that that could be nearly one in ten by 2025 – and that more than half the cars on our planet will be electric-powered within just 15 years. And many – possibly most – of those cars in 2032 will be self-driving.
This month I want to ask: Which of the current players in this mature global industry are best placed to ride these trends and profit best?
What is clear is that a number of major automotive manufacturers are becoming leaders in new technologies. Some might even shift away from making cars as such to focus on automotive technology. And everywhere we see the coming together of automotive technology with information technology. It turns out that the cars of the future will be robots on which we shall hitch rides…
by Ruzbeh Bacha| Equities| 2 mins. to read For the last few days, you would have probably seen headlines such as "Tesla is worth more than Ford – and GM is in sight" and people arguing about whether Tesla is worth being valued at the same level as GM and Ford.
by Evil Knievil| Evil Diaries| 2 mins. to read Seemingly, it is full steam ahead for Cadiz (CDZI on Nasdaq), now $15.35. I never understood what the environmentalists ever wanted in the first place. Anyway, Trump says that they can't have it.
by Zak Mir | Trading | 1 mins. to read Mineral & Financial Investments (MAFL) has been a slow burn recovery situation for much of the recent past. However, the shares have finally delivered the acceleration they threatened technically.
by Victor Hill | Economics | 10 mins. to read The constitutional historian Professor David Starkey has compared the invocation of Article 50 of the Lisbon Treaty on 29 March with King Henry VIII's break with Rome in the 1530s.
by Robert Stephens | Equities | 4 mins. to read One of the most difficult parts of being an investor is living with paper losses. Inevitably, there is a degree of frustration when an investment doesn't go quite as planned.
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