Chinese Automakers: Surging Exports, Mediocre Domestic Sales
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Domestic auto sales in China will likely have anemic growth over the next three years. Yet, Chinese automakers are set to gain a larger share of the global market. Go long Chinese automakers / short global ones.
BCA Research | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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