by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Navigating Transatlantic Trade Noise Despite escalating U.S. trade tariffs across many sectors, the July 27 U.S.–EU trade framework includes a zero-tariff exemption for aircraft and parts, shielding the aviation sector. Lufthansa Group, deeply dependent on...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
A Trade Deal Lifeline for Aerospace The newly struck U.S.–EU trade framework, announced July 27 in Scotland, imposes a 15% general tariff on EU goods but importantly excludes aerospace products, including aircraft, components, and engines. This exemption provides...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Policy Shift Targets Auto Sector Emissions The European Commission has unveiled a new set of stringent emission standards—informally dubbed “Euro 8”—accelerating the regulatory clampdown on CO₂ emissions for automakers. The policy mandates a 40% reduction in...
