A snapshot of motorcycle and ATV industry share performance across key manufacturers and major global markets at the trading week closure on Friday 27 June 2025. BDN financial editor Roger Willis reports.
USA — TRUMP CLAIMS DONE DEAL WITH BEIJING
What a difference a week can make. Equity markets climbed remorselessly after President Trump announced that the US had reached an agreement with China on trade, and tensions eased in the Middle East, as the ceasefire between Israel and Iran looked like holding fast.
The combination of these factors rapidly lured investors back into riskier assets. Wall Street market indices surged past intra-day highs, some to close on record gains. The blue-chip S&P 500, Dow Jones Industrial Average and NASDAQ Composite led this charge, respectively finishing on 3.4%, 3.8% and 4.2% weekly advances.
Only S&P’s MidCap 400, where troubled biker stocks lurk, showed any sign of inherent weakness, rising by a much more modest 2.6%. Typically, Harley-Davidson’s share price was still trapped in a 23-buck ghetto, and the value of its LiveWire electric spin-off slumped once more. Conversely, Polaris bounced back in line with the market mood.
| Currency: dollar | Price | Week | Month |
| Harley-Davidson | 23.63 | +1.4% | -1.8% |
| Polaris Industries | 40.94 | +4.2% | +4.3% |
| Niu Technologies | 3.40 | -3.3% | -5% |
| LiveWire | 4.29 | -21.9% | +4.6% |
EUROPE — JOINING IN THE EUPHORIA
Although Trump tried to spook European regional leaders over their NATO defence pact, his wind-up went off like a fairly damp squib and the trans-Atlantic investment mood brightened considerably too. On top of the market indices pile, Germany’s Xetra Dax in Frankfurt led the field with a 2.9% gain, although Italy’s FTSE MIB in Milan only managed to close 1.9% up. Automotive and motorcycle-related stocks prospered with significant improvements.
| Currency: euro | Price | Week | Month |
| BMW | 76.84 | +6.7% | -1.6% |
| Volkswagen | 93.65 | +5.5% | -3.5% |
| Pierer Mobility | 16.38 | +3.6% | -9% |
| Piaggio Group | 1.90 | +7.9% | +4.4% |
JAPAN — CALMING DOWN GLOBALLY
Tokyo and Osaka’s Nikkei 225 market index added a second week of positivity, rising by a muscular 4.6%, as good news on the US-China trading frontline spread to Japanese investors. Recent losses in the automotive firmament began to recover, if somewhat tentatively, as observers assessed the depth of US commitment and trustworthiness.
| Currency: yen | Price | Week | Month |
| Honda | 1421 | -0.2% | -3.2% |
| Yamaha | 1075 | -0.6% | -3.2% |
| Suzuki | 1751.5 | +3.3% | -5.5% |
| Kawasaki | 11225 | +8.7% | +10.5% |
INDIA — BLOTTED ITS COPYBOOK
Indian premier Narendra Modi’s long-term attempt to curry favour with the White House hit the buffers, After Pakistan’s Chief of its Army Staff Field Marshal Asim Munir was invited to lunch in Washington by Donald Trump, following Munir’s recommendation that Trump should be awarded a Nobel Peace Prize for his role in stopping the recent conflict between the Indian and Pakistani armed forces.
Fortunately, this had nothing directly to do with the well-being or otherwise of India’s vast motorcycle business. The Mumbai BSE and NSE market indices rose in unison by 2%, with winners and losers among motorcycle manufacturers. Market leader Hero MotoCorp is still smarting from a slump in sales and rising costs, driven by close contender Honda, that impacts the health of its share price. And booming indigenious competitor TVS Motor has just announced the elevation of Sudarshan Venu to the role of company chairman and managing director in August, replacing Sir Ralf Speth. He will also presumably head up the TVS Norton subsidiary.
| Currency: rupee | Price | Week | Month |
| Hero MotoCorp | 4320.30 | -0.5% | +0.3% |
| Bajaj Auto | 8436.00 | +0.8% | -2% |
| TVS Motor | 2939.30 | +4.5% | +5.7% |
| Eicher Motors | 5660.00 | +2.4% | +6.1% |
| Mahindra | 3203.30 | +0.6% | +7.6% |
CHINA — THE RARE EARTH RUMBA!
While there may be many aspects to the latest US-China trade pact, President Trump and his minions have just signed, the core element is to restore temporarily ceased exports of “rare earth” metals, of which China has a virtually total worldwide monopoly. Without them, electronic components employed throughout the global automotive industry will disappear. Given that, Chinese President Xi Jinping must be rubbing his hands together with glee.
Unsurprisingly, against such a background, China’s SSE Composite and CSI 300 market indices rose by 1.9% immediately after the trade pact signing. Quite how the benefits of Chinese-made automotive and motorcycle exports will pan out has yet to be seen.
| Currency: yuan | Price | Week | Month |
| Qianjiang | 14.92 | +0.3% | -0.4% |
| Zongshen | 22.08 | +8.8% | -1.3% |
| Sundiro | 4.50 | -0.2% | -1.5% |
| CETC (Jialing) | 12.26 | +3.4% | +3.5% |
| Qianli (Lifan) | 8.47 | +2.2% | +2.3% |
| Loncin | 12.62 | +3.1% | -3.4% |
| Linhai | 10.74 | +7.9% | +1.9% |
| Guangzhou Auto Group | 7.48 | +0.7% | -3.1% |
| CFMoto | 213.15 | +0.4% | +16.9% |
| Xinri E-Vehicle | 12.28 | +4.3% | +7.2% |