[일:] 2025년 04월 06일

Morgan Stanley upgraded Vale’s investment rating due to China’s reopening and the expected rise in iron ore prices. Analyst Carlos de Alva forecasts prices could exceed $140 per ton, benefiting Vale significantly. The firm raised its price target for Vale’s shares by 22% to $20. Brazil’s economy is stable, attracting global investors, but they face currency risks and high fees in direct investments. Overall, Vale presents a strong growth opportunity amid recovering global demand for iron ore.

Dongfeng Motor’s shares rose amid merger talks with Changan Automobile, aimed at addressing overcapacity in China’s auto industry. Meanwhile, BYD plans to launch a fast charging technology offering 400 km range in five minutes, enhancing its competitive stance. Other manufacturers like Zeekr and Xpeng are advancing autonomous driving technologies. Tesla is countering competition with incentives, while Nio’s stock surged due to strong sales and government support. The evolving electric vehicle landscape in China remains dynamic, posing both opportunities and risks for investors.

Recent legal developments in the pharmaceutical sector involve a dismissed patent dispute between Pfizer and GlaxoSmithKline over vaccines. China’s Vice Premier is promoting foreign investment during the China Development Forum. Additionally, Pfizer faces scrutiny after agreeing to pay $60 million over fraud allegations related to its acquisition of Biohaven Pharmaceuticals. The economic landscape remains uncertain, with stock declines reflecting investor concerns, while the pharmaceutical industry continues to navigate innovation and regulatory challenges.

Robinhood is entering digital banking with new checking and savings accounts offering 4% APY and FDIC insurance. CEO Vlad Tenev highlights blockchain’s potential for democratizing investments. Despite this significant expansion, Robinhood’s stock dipped 2.8%, reflecting investor caution amid market uncertainties and inflation concerns. The long-term impact on the financial landscape remains to be seen.

Grab Holdings has received a Street-Hail Operator Licence, enhancing its Mobility segment and addressing driver demand. Plans to expand its fleet to 800 vehicles aim to meet rising ride-hailing demand. Additionally, Grab is exploring a potential acquisition of Indonesia’s GoTo Group, although regulatory challenges may arise. These developments could significantly shape Grab’s market position and Southeast Asia’s tech landscape.