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Investing.com -- Tesla China’s November total shipments grew 9.95% year-on-year to 86,700 units, according to preliminary data released by China’s Passenger Car Association on Tuesday.

Sales of Model 3 and Model Y vehicles manufactured at Tesla’s Shanghai factory, which include exports to Europe and other markets, increased 41.0% from October.

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Investing.com -- British stocks traded higher on Tuesday afternoon, supported by bank gains after the BoE lowered its capital requirements benchmark, while the pound remained weak against the dollar and wider European markets turned green after mixed trading earlier.

As of 1202 GMT, the blue-chip indexFTSE 100 rose 0.3% and the British GBP/USD dropped 0.1% against the dollar to just below 1.31.

DAX index in Germany rose 0.7%, the CAC 40 in France gained 0.3%.

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UK round up

British bank stocks climbed after the Bank of England reduced its benchmark for system-wide bank capital requirements, a move that could potentially free up more capital for lending and shareholder returns. The Financial Policy Committee (FPC) cut its benchmark for Tier 1 capital requirements to approximately 13% of risk-weighted assets, down from the 14% level that had been in place since 2015. Following the announcement, shares of Lloyds Banking Group PLC (LON:LLOY) and Barclays PLC (LON:BARC) each gained 1.5%. Standard Chartered PLC (LON:STAN) saw its stock rise 1.4%, while HSBC Holdings PLC (LON:HSBA) added 0.9%.

UK house prices increased by 1.8% year-on-year in November, according to data from Nationwide, showing resilience despite recent Budget pressures. The average UK house price reached £272,998 in November, marking a monthly increase of 0.3% (£772) compared to October’s 0.2% rise. However, the annual growth rate slowed from October’s 2.4% year-on-year increase. This positive momentum contrasts with Rightmove data, which showed asking prices falling by 1.8% month-on-month in November and 0.5% year-on-year, marking the most negative November monthly movement since 2012.

In government news, Richard Hughes resigned as chair of the Office for Budget Responsibility after the UK’s fiscal watchdog mistakenly published Chancellor Rachel Reeves’ budget almost an hour before its scheduled delivery in Parliament. The resignation, announced Monday, followed an oversight board investigation that described the incident as the most serious failure in the OBR’s 15-year history.

In corporate news, Discoverie Group PLC (LON:DSCV) delivered record profitability in the first half of fiscal 2026, with adjusted operating profit rising 5% at constant exchange rates to £30.2 million. The international designer and manufacturer of customized electronics reported revenue growth of 3.5% at constant exchange rates to £216.4 million for the six months ended September 30.

Victrex (LON:VCTX) maintained its dividend despite labeling fiscal year 2026 as a "transition year." The polymer solutions provider reported fiscal year 2025 results with volumes of 4,164 tonnes, up 12% year-over-year, while group revenue reached £293 million, a 3% increase on a constant currency basis.

Shaftesbury Capital PLC (LON:SHCS) reported robust momentum across its West End estates with rent reviews 14% ahead of prior passing rents and a low gearing level of 17%. The company completed 367 leasing transactions year to date, securing £30.2 million per annum in new rent.

On The Beach Group PLC (LON:OTB) reported record total transaction value for the fourth consecutive year, with adjusted profit before tax rising 20% to £35.0 million for the year ended September 30, 2025. Revenue rose 6% to £121.4 million from £114.6 million.

Wizz Air Holdings PLC (LON:WIZZ) carried 5.25 million passengers in November, representing an 8.6% increase compared to the same month last year, while expanding seat capacity by 9.5% to 5.79 million. The European low-cost carrier received its 250th aircraft on Friday, November 28.

Investing.com -- Morgan Stanley analysts said in a report on Tuesday that “the stars are aligning” for SMID Cap biotech, arguing that three underappreciated forces could unlock a period of outperformance and dealmaking across the sector.

The firm cites “~$325bn in net cash on commercial stage SMID Cap & Large Cap Biopharma balance sheets,” what it calls investors’ “overreaction to DOGE-driven cuts at the FDA,” and a looming “$176bn patent cliff” for large-cap peers.

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In its industry outlook, led by analyst Sean Laaman, Morgan Stanley remarked: “We see a growth spurt ahead for commercial-stage SMID Cap Biotech names with a ~14% revenue CAGR and revenue growing from ~$57bn in 2025 to ~$109bn by 2030E.”

The bank added that total SMID Cap net cash is set to rise to “~$150bn by 2030E,” while large-cap biopharma could reach “~$210bn in 2030.”

Analysts argue that concerns over the regulatory backdrop have been exaggerated. “Fears of regulatory uncertainty…after DOGE are overdone,” Morgan Stanley wrote, noting that companies are “mostly hitting FDA target dates.”

The firm added that the agency “doesn’t want to be seen as a hurdle for U.S. innovation given the rise of China Biotech competition.”

Furthermore, the bank sees the patent cliff as a major catalyst for strategic activity. For large-cap biopharma, Morgan Stanley estimates that “~$176bn of revenue (~35% of aggregate 2025 revenue) will lose exclusivity by 2030,” requiring companies to “execute on existing pipeline and potentially build it via M&A.”

The firm says client conversations suggest investors “don’t fully grasp how attractive SMID Cap Biotech companies with commercial-stage products may become,” highlighting the potential for both “re-rating and M&A activity.”

With improving fundamentals and rising cash balances, Morgan Stanley expects biotech deal flow to accelerate.