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, Chinese owner of Volvo, Geely  GELYF/OTC seeks to regain its footing in a market dominated by EV start-ups vieing for investor attention such as Nio  NIO/NYSE  or Xpeng  XPEV/NYSE 
• expectations placed on Stellantis STLA/NYSE set a high bar for the merger of Fiat - Chrysler (former FCAU) with Italy's Fiat
• 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