Weekly Report: what happened at FDRV last week (0422-0426)?

What Rising Demand For Hybrids Could Mean For The EV Market

What rising demand for hybrid models and what it means for the EV market. The automotive industry has invested heavily in the electric vehicle market. Consumers appear to be embracing other options such as hybrids. David Mau, VP, director and portfolio manager at TD Asset Management discusses the implications for the auto sector.

IEA sees strong electric car sales, but affordability and charging roadblocks remain

Consumer IEA sees strong electric car sales, but affordability and charging roadblocks remain. Electric car sales are set to grow 21.4% Y/Y to around 17M by the end of the year. More than one in five cars sold worldwide expected to be electric by 2035.

Weekly Report: what happened at FDRV last week (0415-0419)?

Weekly Report: what happened at FDRV last week (0408-0412)?

Finding Signal In Noisy Auto Data

Electric vehicle sales growth decelerated in 2022 and 2023. Decelerating growth does not suggest that new products, including EVs, are losing mass market appeal. The sales of gas-powered vehicles peaked in 2017, displaced by fully electric vehicles. Market share is sending signals that belie the media headlines, says ARK Investment Management.

EPA Slows The Accelerator On Auto Emissions Caps

Weekly Report: what happened at FDRV last week (0401-0405)?

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story. Tesla's disappointing news on vehicle deliveries jeopardized its status in the Magnificent Seven stocks. Tesla has been at the vanguard of electric vehicle production for 15 years. Competition for electric vehicles is mounting, but demand persists. Eaton is poised to play an instrumental role in expanding the charging infrastructure.

Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts

Home Market Outlook Economy Analysis Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts. The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. Consumer spending, the prime driver of the economy, showed signs of strain. The skepticism directed towards electric vehicles and renewable energy in Q1.

Weekly Report: what happened at FDRV last week (0325-0329)?

Weekly Report: what happened at FDRV last week (0318-0322)?

Weekly Report: what happened at FDRV last week (0311-0315)?

Weekly Report: what happened at FDRV last week (0304-0308)?

Emerging Market Insights - Semiconductor Sector Soars

Franklin Templeton: The semiconductor sector posted a 10% gain in February. The electric vehicle sector has been under pressure in recent months despite rapid growth in 2023. Semiconductors in focus reflect renewed optimism surrounding artificial intelligence chips and their applications. We are constructive on a broad-based recovery in semiconductor demand in 2024.

Weekly Report: what happened at FDRV last week (0226-0301)?

Weekly Report: what happened at FDRV last week (0219-0223)?

Global Car Market To Hit The Speed Bumps In 2024

Global car sales growth to moderate this year after a strong 2023. US, China, and Europe are expected to maintain a mild positive trend. In 2024, we expect global car sales to grow at a slower rate of +2.6% in 2024. The three key regions, the U.S., China and Europe, recorded strong growth in 2023, driven by pent-up demand. Automakers' margins to soften this year and the electrification process may slow.

Sector Insights: What Could Go Right In 2024?

Weekly Report: what happened at FDRV last week (0212-0216)?