Geopolitics Alpha

BMW reports lower Q3 earnings as China woes mount

Published . Updated .

Key takeaways

  • BMW reports a drop in profits in the July to September quarter amid fierce competition from China.
  • Exposed: FXI, BABA, NTES, JD, BIDU
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

BMW reports lower Q3 earnings as China woes mount

BMW reports a drop in profits in the July to September quarter amid fierce competition from China.

Directly affected

  • BMWYY BMW (ETR: BMW)

    Named in this report.

Indirectly affected

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • BABA Alibaba Group Holding-6.5% 15d

    Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • NTES NetEase

    NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • JD JD.com+0.1% 8d

    JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

  • BIDU Baidu-9.5% 30d

    Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BMWYYNon-US listing (OTC); price checks may stay empty———————
FXI-2.21%-0.21%baseafter closeafter closeafter closeafter close
BABA+0.64%-2.29%baseafter closeafter closeafter closeafter close
NTES-3.26%-2.21%baseafter closeafter closeafter closeafter close
JD-5.51%-4.53%baseafter closeafter closeafter closeafter close
BIDU+3.26%-0.77%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

BMW reports lower Q3 earnings as China woes mount DW.com

Source: DW.com

The price since 4 Nov 2026: Ishares China Large-Cap Etf (FXI) versus the S&P 500

CompanyWhenMoveStatus
Alibaba Group Holding (BABA)three days earlier-2.29%final price
Alibaba Group Holding (BABA)five days earlier+0.64%final price
Baidu (BIDU)three days earlier-0.77%final price
Baidu (BIDU)five days earlier+3.26%final price
Ishares China Large-Cap Etf (FXI)three days earlier-0.21%final price
Ishares China Large-Cap Etf (FXI)five days earlier-2.21%final price
JD.com (JD)three days earlier-4.53%final price
JD.com (JD)five days earlier-5.51%final price
NetEase (NTES)three days earlier-2.21%final price
NetEase (NTES)five days earlier-3.26%final price

Congressional stock trades in Ishares China Large-Cap Etf (FXI)

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares China Large-Cap Etf (FXI)

Companies tied to this story

  • FXI Ishares China Large-Cap Etf

    In “BMW reports lower Q3 earnings as China woes mount,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

  • BABA Alibaba Group Holding

    For “BMW reports lower Q3 earnings as China woes mount,” Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence. Reason on file: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • NTES NetEase

    For “BMW reports lower Q3 earnings as China woes mount,” NetEase (NTES) is linked, with no stored direction, medium confidence. Reason on file: NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • JD JD.com

    JD.com (JD) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “BMW reports lower Q3 earnings as China woes mount.” Reason on file: JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

  • BIDU Baidu

    For “BMW reports lower Q3 earnings as China woes mount,” Baidu (BIDU) is linked, with no stored direction, medium confidence. Reason on file: Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

How “BMW reports lower Q3 earnings as China woes mount” reaches Ishares China Large-Cap Etf (FXI)

The 4 Nov 2026 story “BMW reports lower Q3 earnings as China woes mount” names Ishares China Large-Cap Etf (FXI) because of this story.

Ishares China Large-Cap Etf (FXI) is on the page because iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

Alibaba Group Holding (BABA) is here too. Its reason reads: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares

Dates and price levels for Ishares China Large-Cap Etf (FXI)

BABA traded between 99.59 and 120.30 across 12 sessions. The latest close on file is 100.27. FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.21.

How solid “BMW reports lower Q3 earnings as China woes mount” looks

47 out of 100

“BMW reports lower Q3 earnings as China woes mount” scores 47 out of 100. The score uses 2 sources, and 5 linked companies.