Last week’s performance. All regions gained this past week. Europe gained the most, up 6.0%. Even the worst performer, Korea, was up 0.4%.
Our top global picks. Tesla, Volkswagen, Honda, Kia Motors, Great Wall, Tata Motors and Hotai Motor comprise our top picks from each major region.
Our global industry views. Our industry views for Korea and Japan are Attractive. In North America, Europe, India, and Taiwan our industry views are In-Line. Our view for the Chinese auto industry is Cautious.