BMW is one of the better European automotive manufacturers, with clear market positioning and a solid EV strategy. Despite this, the disruption from China has still hurt their business - both in global markets and in China itself. Can the Germans fight back?
Listen to the show here: Description: The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor. Full transcript: The Finance Ghost: Welcome to episode 186 of Magic [...]
With the hype around battery electric vehicles seemingly evaporating and sales forecasts being called into question, Toyota emerges as a global giant that foresaw this happening. Although they haven’t completely ignored battery EVs, Toyota’s focus has been on hybrids. This seems to have been the right decision. It hasn’t all been smooth sailing though, with the recent reputational crisis at Daihatsu as a perfect example of the risks in this market. Has the Toyota share price gotten too far ahead of itself, with hype swinging the other way?
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