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The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head ...
There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein. Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ...