All posts filed under: SvD Näringsliv

Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se

China has become Apple’s biggest challenge

April 8, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 8th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple is caught in a squeeze as Trump’s trade tariffs hit the tech giant’s manufacturing hard. China has swiftly moved from being Apple’s most important partner — to becoming its Achilles heel. “Designed in California. Assembled in China.” If you use an Apple product, it […]

The weak point — where the EU can hit back

April 4, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 4th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Stock markets are deep in the red as the world tries to understand how the new tariffs will hit. Caught in the middle are the American tech giants — whose global operations are now under threat. With a combined market capitalisation of well over 120,000 […]

The collaboration will be presented as a success

April 2, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 2nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Elon Musk may be on his way out from Donald Trump’s side, but both will want to present the collaboration as a success. Going forward, Musk can be deployed — or sidelined — in whatever measure is deemed most useful to Trump. Most people have […]

It’s starting to show that Musk is in debt

April 1, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 1st, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. When Elon Musk merges companies X and xAI, it is said to be about strategy. It looks more like a way to manage the companies’ — and the billionaire’s own — increasingly troublesome debt burden. The world’s foremost billionaire is having a tough time right […]

Klarna’s move is bold to say the least

March 15, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 15th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Klarna is venturing into unknown waters by applying for a stock market listing in a turbulent market. Has the company bitten off more than it can chew? Wearing race bib number 749, Briton Derek Redmond stands in the starting blocks. It is the 1992 Olympics […]

One big question about the collapse remains unanswered

March 12, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 12th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Why Northvolt could not be saved is no mystery. A larger — and more important — question is why the company chose to grow so aggressively rather than first building a sustainable production operation. That question remains unanswered. Northvolt AB’s board describes the past few […]

The EV giant held hostage by its own CEO

March 10, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Around 8,000 billion kronor in market value has been erased from Tesla in recent weeks. Meanwhile, the company’s CEO Elon Musk is busy with politics that is driving away customers. No other listed company would be allowed to be run like this. For seven consecutive […]

Out of the corner of shame — into the ‘strategic reserve’

March 3, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on March 3rd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. While Musk searches through the machinery of state looking for waste, Trump has found a new way to spend Americans’ tax money — on cryptocurrencies. This creates a new problem for those who believe in bitcoin. “Many Americans don’t realise that the US government is […]

Relief — but the threat from China remains

February 27, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia’s strong results show that AI investment continues to grow. But the pressure mounts with each quarter, while concern over China’s DeepSeek lingers. And the key question remains. This was probably not how Jensen Huang, Nvidia’s CEO, had envisioned his career. In 1993 he founded […]

Swedish media’s worst-kept secret

February 25, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 25th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After the catastrophic Viaplay deal, media group Schibsted is getting its revenge. It is buying TV4 from Telia for 6.55 billion kronor. Schibsted Media’s transformation can now begin in earnest. It has been Swedish media’s worst-kept secret. Just over a year ago, Schibsted Media’s CEO […]