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Germany's Economy Is Stuck. But the Stocks Look Cheap.

Not everything is so bad. The largest public Germany companies are more dependent on the global economy.

China , Russia , Netherlands , Germany , Ukraine , Hamburg , German , Dutch , Russian , Uwe-hohmann , Olaf-scholz , Matt-gertken

Indonesia Wants EV Battery Makers. Nickel Is Its Big Draw.

Indonesia produces more than half of the world’s raw nickel, a key element for EVs. The country is trying to lure investors and manufacturers.

Tokyo , Japan , China , Vietnam , Republic-of , Thailand , Bandung , Jawa-barat , Indonesia , Ecuador , Jakarta , Jakarta-raya

China Is the Top EV Maker. Beijing Takes Aim.

China produces more electric vehicles than the rest of the world but Beijing sees “blind” expansion that needs to be curtailed.

Brussel , Bruxelles-capitale , Belgium , Beijing , China , Shanghai , Chinese , Gavekal-dragonomics , Bill-russo , Gavekal-cui , Niels-graham , Adam-smith

Why China Is Cracking Down on EVs

China produces more electric vehicles than the rest of the world but Beijing sees “blind” expansion that needs to be curtailed.

China , Shanghai , Beijing , Brussel , Bruxelles-capitale , Belgium , Chinese , Niels-graham , Adam-smith , Paul-gong , Gavekal-dragonomics , Bill-russo

Argentina Is Taking a Chain Saw to Its Economy. Investors Love It.

Since taking office in December, Argentina’s President Javier Milei issued measures to abolish controls on food prices and rents, and loosen labor restrictions.

Argentina , Juan-peron , Mendoza , Argentine , Luis-caputo , Thierry-larose , Javier-milei , Mauricio-macri , Gustavo-medeiros , Alejo-czerwonko , International-monetary-fund , Ashmore-group

Chile's Lithium Deal Is Good News for EVs

A public-private partnership between local miner SQM and U.S.-based Albemarle will extend production of the mineral used for EV batteries.

Maricunga , Iii-region , Chile , Melbourne , Victoria , Australia , United-states , Argentina , Santiago , Regióetropolitana , Albemarle , New-south-wales

Japan's Political Turmoil Could Spill Over Into Markets

Allegations of government corruption could spread and directly threaten Japan’s prime minister. Markets need to pay attention.

Tokyo , Japan , Japanese , Jesper-koll , Fumio-kishida , Yuko-nakano , Shigeto-nagai , Tokyo-stock-exchange , Monex-group , His-liberal-democratic-party , Prime-minister-fumio-kishida , Japan-chair

UBS Can Be Morgan Stanley, Says Activist

Cevian Capital is making a $1.3 billion bet that Swiss bank UBS can reach the same valuation multiple as Morgan Stanley.

Switzerland , Swiss , Credit-suisse , Morgan-stanley , Cevian-capital , Getty-images , Wall-street , Carleton-english , Article-normal , Banking , Commercial-banking

What's Behind the Rally in Emerging Market Bonds

Lower global interest rates should spur new issuance next year, which could lure back capital that has been fleeing emerging market bonds.

Angola , Washington , United-states , Indonesia , Ecuador , Egypt , Mexico , Brazil , Argentina , Kenya , Turkey , Nigeria