Ramp Up in Chinese Auto Exports Will Hurt European Rivals -- Market Talk

Dow Jones
01/20

1200 GMT - A slowdown in domestic Chinese car demand is pushing the country's automakers to ramp up exports to Europe in particular, analysts at Morgan Stanley write. In turn, European exports to the U.S. and China continue to fall, the analysts note. Increased Chinese imports to Europe could open the door to new tariffs, the analysts note, which could in turn spur Chinese companies moving production to Europe, the analysts add. European automakers fall further Tuesday after President Trump's threat to impose Greenland-related tariffs on a host of European nations sent stocks falling Monday. Aston Martin drops 1.6%, while Porsche SE and Volkswagen fall 1.5% and 1.4% respectively. Volvo slips 1.6%. (josephmichael.stonor@wsj.com)

 

(END) Dow Jones Newswires

January 20, 2026 07:00 ET (12:00 GMT)

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