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Anjani Trivedi
COMMENTARY
/
World
May 3, 2023
China¡¯s DriveGPT is here. Time to play catch-up.
Beijing¡¯s regulations have put its autonomous-vehicle industry way ahead of competitors. Entry-level offerings won¡¯t cut it any more.
COMMENTARY
/
World
Mar 6, 2023
Trying to replace China¡¯s supply chains? Don¡¯t bother
Vietnamese factories were supposed to save globalization. It doesn¡¯t look like that¡¯s happening.
COMMENTARY
/
World
Feb 28, 2023
China¡¯s old playbook is back. That¡¯s bad news.
A nod to projects fueled by debt at the expense of industrial technology may not end well for China.
COMMENTARY
/
Japan
Feb 22, 2023
Toyota¡¯s new EV plan is a big reality check
Getting drivers to adopt electric vehicles ¡ª and buy into the technology transition ¡ª will require a fundamental shift in Toyota¡¯s thinking.
COMMENTARY
/
World
Feb 3, 2023
¡®Blood batteries¡¯ drive America¡¯s frantic EV ambitions
In its quest to secure the raw materials needed to make electric vehicles, the U.S. is turning to some questionable places.
COMMENTARY
Oct 5, 2022
Tesla¡¯s big batteries aren¡¯t the fire problem. Lithium is.
Investors need to look behind the headline data and realize the danger in the widespread use of this technology.
COMMENTARY
/
World
Sep 28, 2022
The holes in America¡¯s China-style industrial policy
Washington is too focused on shutting out Chinese parts for EV batteries, which will ultimately hold the U.S. back from expanding its own supply chain.
COMMENTARY
/
World
Aug 23, 2022
Don¡¯t believe the grim forecast ¡ª China is just fine
Beijing¡¯s poor headline numbers aren¡¯t the only story ¡ª and that means investors need to use a new lens to assess the economy.
COMMENTARY
/
World
Feb 14, 2022
How China¡¯s cybersecurity laws could backfire
China wants to have control over the information cars have about drivers, roads and the faces and voices they pass, according to a draft law on data-security management issued in May.
COMMENTARY
/
World
Jan 19, 2022
The Made in China plan is back, and it¡¯s better
State planners released a five-year smart manufacturing development plan in late December that aims to digitize 70% of the country¡¯s large enterprises.
COMMENTARY
/
World
Dec 9, 2021
If Tesla¡¯s got troubles, everyone should worry
Tesla is struggling to procure a raw material only available in China for a battery cell that it¡¯s trying to develop, but U.S.-China trade tensions could stand in the way.
COMMENTARY
/
World
Nov 7, 2021
There¡¯s an unseemly rush to power EV batteries
While lithium has been through a similar surge on the back of EVs before, this time there¡¯s a legitimate demand-supply issue with a shortage on the horizon.
COMMENTARY
/
World
Aug 19, 2021
Hong Kong¡¯s COVID-19 policies are borderline reckless
The government¡¯s inability to adapt while failing to put in place policies that ensure long-term safety are standing in the way of keeping the public¡¯s trust.
COMMENTARY
/
World
Jul 7, 2021
The real reason no one wants to be a banker anymore
Analysts say banks are becoming more like machines, ¡®with less dependency on human capital.¡±
COMMENTARY
/
Japan
Mar 28, 2021
Japan remade its supply chains after catastrophe. Here¡¯s what it learned.
Japan¡¯s industrial network became more resilient after the tsunami and meltdown catastrophes of 2011, which inflicted more than $200 billion in damage to businesses.
COMMENTARY
/
World
Mar 3, 2021
When the fantasy of better battery science doesn¡¯t match reality
The technical challenges of making better batteries (and therefore, electric vehicles) are enormous and the expectations associated with them are even more fantastical.
COMMENTARY
/
Japan
Feb 19, 2021
Toyota broke its just-in-time rule just in time for the chip shortage
In contrast to the rest of the auto industry, Japan¡¯s Toyota Motor Corp. said it wasn¡¯t expecting a shortfall of semiconductors to affect its production.
COMMENTARY
/
World
Jan 7, 2021
Who¡¯s on the hook if vaccines go wrong?
Policy makers in developing nations may not have a choice but to take what they can get ¡ª cheaply and quickly. But in so doing, they might just be storing up legal troubles for later.
COMMENTARY
/
Japan
Jan 6, 2021
China¡¯s dreams of self-reliance still depend on Japan Inc.
For signs of how China¡¯s ambitions to become a self-made, high-tech industrial powerhouse are faring, look to Japan Inc.
COMMENTARY
/
World
Dec 18, 2020
While we¡¯re waiting for?electric cars to fully charge, how about hybrids?
Investors have run up the stock prices of electric car companies and their valuations far higher than the businesses really warrant.
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Alex K.T. Martin
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