• May 27 2025
  Business InsightBYD

  BYD’s aggressive push is setting baseline for what an EV should cost

  There is a precedent in smartphones for how the Chinese maker is buying market share and future pricing power

  
• May 13 2025
  Business InsightCommercial Aircraft Corp of China Ltd

  How China’s Comac could reshape aviation

  Even if it doesn’t challenge Airbus or Boeing on the global stage, strong domestic growth will boost the aircraft maker

  
• April 30 2025
  Business InsightArtificial intelligence

  How China has changed the game for AI valuations

  The nature of competitive advantage has already moved beyond the vertically integrated model pursued by Elon Musk’s XAI

  
• April 15 2025
  Business InsightBYD

  Trump has given BYD the edge over Tesla

  Chinese carmaker’s absence from the US, once seen as a weakness, has turned into an asset

  
• April 9 2025
  Special ReportFT High-Growth Companies Asia-Pacific

  Asia-Pacific start-ups make progress in stormy weather

  The region’s resilience is delivering growth in an era of great global economic uncertainty

  
• April 1 2025
  Business InsightAutomobiles

  Biggest cost from Trump’s tariffs is uncertainty for Asian carmakers

  Companies forced to make billion-dollar bets in face of unpredictable politics

  
• March 19 2025
  Business InsightArtificial intelligence

  Why China is suddenly flooding the market with powerful AI models

  The pace of Beijing’s open source push has been relentless

  
• March 5 2025
  Business InsightSemiconductors

  The US has spurred the Chinese chip industry

  Sanctions have accelerated the rise of Nvidia’s rivals as they seize a shift in AI use

  
• February 19 2025
  Business InsightAutomobiles

  BYD’s strategy shift is bad news for global automakers

  The Chinese company is undercutting rivals by making advanced driver assistance systems a standard feature at no extra cost

  
• February 6 2025
  Business InsightHyundai Motor Co

  Tesla vs Hyundai: why investors should look more at the Korean company

  Legacy carmaker operates at intersection of many key industries — EVs, self-driving technology, energy storage and robotics

  
• January 23 2025
  Hydrogen vehicles

  Hydrogen still holds promise as a fuel

  It is proving to be particularly well-suited for commercial use and industries such as trucking and public transportation

  
• January 9 2025
  Business InsightElectric vehicles

  One fix for the EV battery fire problem

  Better shock absorption could make a big difference to safety without requiring a complete overhaul of current technology

  
• November 27 2024
  Business InsightElectric vehicles

  Trump’s plans threaten the EV transition

  An abrupt change of course on US subsidies would come at a time when demand is already slowing in developed economies

  
• November 14 2024
  Business InsightNvidia

  Nvidia’s message to global chipmakers

  If you can’t beat it, join the US company’s supply chain

  
• October 15 2024
  Business InsightDriverless vehicles

  Investors should be wary of Tesla’s robotaxi hype

  The pay-off from fully self-driving cars is likely to take much longer than expected

  
• October 1 2024
  Business InsightConnected Cars

  Connected cars pose real risks

  Rising use of specialised software in EVs raises important questions about privacy and safety for drivers around the world

  
• September 16 2024
  Business InsightElectric vehicles

  Why EV investors are tracking Taylor Swift and swing state polls

  Investors are betting the US election outcome will have a big impact on sector stocks in Asia

  
• August 12 2024
  Business InsightSemiconductors

  Chipmakers face a labour crisis

  A human worker shortage may turn out to be the biggest obstacle to the AI industry

  
• July 8 2024
  Business InsightElectric vehicles

  Tesla vs BYD: why US maker might have to expand its EV range

  Elon Musk-controlled group faces growing urgency to move into lower-priced brackets

  
• June 17 2024
  Business InsightTaiwan Semiconductor Manufacturing Co Ltd

  The bullish case for TSMC

  Shares in the semiconductor company have risen strongly but still lag behind Nvidia and other chipmakers

  
• May 27 2024
  Business InsightElectric vehicles

  How Chinese EV makers will respond to steep US tariffs

  Manufacturers are likely to target expansion in Europe with luxury models that offer new features to consumers

  
• May 21 2024
  Tech Tonic podcast25 min listen

  China's race to tech supremacy: Driving into Europe

  BYD is making inroads into Europe. The EU is not pleased

  
• May 3 2024
  LexTechnology sector

  The Lex Newsletter: Chipping away at the AI stock boom Premium content

  Too much has been priced in, and too fast, meaning conditions are ripe for a correction

  
• April 30 2024
  Business InsightSemiconductors

  Reasons why the AI stock correction may be overdone

  Recent sharp moves highlight the hypersensitivity of the sector to relatively benign cyclical moves

  
• April 3 2024
  Asia-Pacific companies

  Asia-Pacific start-ups adapt to drop in VC funding

  The 2024 ranking highlights how health tech businesses continue to benefit from pandemic shifts