by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Executive Summary As of August 14, 2025, the EU and U.S. agreed to a 15% tariff on autos and auto parts, easing worst-case scenarios but still weighing on profitability. Volkswagen (VOW) expects a €1.3 bn drag in H1 and has guided FY operating margin to 4–5%. 2....
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Tariffs Shake Metals Markets On August 1, the U.S. imposed 50% tariffs on semi-finished copper imports from 69 countries. As a leading copper producer with a strong U.S. presence, Freeport‑McMoRan (NYSE: FCX) faces rising domestic production costs and...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Unleashes Trade Shock On August 1, 2025, President Trump issued a sweeping executive order imposing new tariffs of 10% to 41% on imports from 69 countries, including major partners like Canada (35%), Brazil (50%), India (25%), Taiwan (20%), and Switzerland (39%)....
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...
