One of our more obvious themes, auto manufacturing, is nevertheless likely to surprise going forward

• by including an – to the best of our knowledge – extensive range of Chinese car manufacturers listed on the US OTC markets, with the understanding that China will remain for years to come a growing market, but also the market the domestic manufacturers are determined to dominate
• after outstanding runs rewarding successful turnaround stories, Fiat-Chrysler FCAU/NYSE and of Chinese owner of Volvo, Geely  GELYF/OTC have disappointed
• as the industry is confronting the most profound technological shift ever, electrical motorization is likely to reshuffle the cards with profound consequences for the legacy manufacturers

We intent to complement the current selection because the roots of car contractors in some major economies – Germany, US, Japan, France and China – run deep and in  almost all industrial goods subsectors

Read our notes