International Trader
European Bank Stocks Have Thrived. But Shadows Loom.
Shares are up by a third this year, aided by the advance of the euro against the dollar. But with the ECB loosening and U.S. tariffs a major uncertainty, the way ahead could be more difficult.
3 minute read
Pakistan Isn’t That Risky Anymore. Its Economy Is a Mini-Miracle.
Inflation has nosedived. The stock exchange has soared. The armed conflict with India, now in a truce, likely won’t knock Pakistan off course.
3 minute read
Toyota Wants to Buy Its Biggest Subsidiary. That Could Touch Off Other Megadeals.
Toyota’s potential deal could encourage other Japanese companies to consolidate.
3 minute read
Europe and China Want to Be Trade Allies. This Sector Could Be Upended.
China and the European Union could team up against President Donald Trump’s trade offensive. It won’t be easy.
3 minute read
Airbus Could Gain From Boeing’s Woes. Sizing Up the China Question.
The company has pulled ahead of longtime leader Boeing in airplane production. Europe’s military industry could well provide a further lift.
3 minute read
Why India Has an Advantage in Trump’s Tariff Wars
Washington may have a strategic interest in keeping the relationship between the two countries friendly—U.S. companies have an incentive to cultivate Indian manufacturing.
3 minute read
2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised.
China’s stocks are still down by half from their 2021 peak, and valuations look attractive. Mexico’s nearshoring relationship with the U.S. increasingly looks like it will survive the tariff war.
3 minute read
Korea’s Market Is Much More Than Cars. 4 Chip and Defense Stocks for Right Now.
The dip in Korean stocks could be worth buying on, once the smoke clears. Less known to markets are Korean defense stocks, which have been soaring on anticipated demand from a rearming Europe.
3 minute read
