2025-06-26Niranjan Ghatule
CLSA’s latest report highlights how China’s ongoing restrictions on rare earth magnet supplies could impact the global auto sector, especially electric vehicle (EV) makers and related suppliers. This article breaks down the report’s insights, assesses the potential risks for companies like Bajaj Auto and Sona BLW, and includes market expert Dharmesh’s take on investment opportunities in the auto
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2025-04-29Niranjan Ghatule
President Trump is likely to ease auto tariffs in a potential policy shift aimed at boosting U.S. manufacturing. The plan may lift levies on foreign auto parts and shield imported vehicles from metal tariffs. Industry response, trade strategy insights, and key stock impacts included.
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