Auto stocks have hit the skids as investors fear earnings have peaked. We discuss the sector’s outlook, including areas where we see potential for continued earnings growth, and whether stocks are now “cheap enough” regardless.
Our specialists discuss the investment implications of the Volkswagen scandal for the auto industry and find pockets of opportunity where companies have been oversold.
As the Chinese automobile market takes its foot off the gas, we examine the road ahead and find a number of speed bumps for both domestic and international brands.
From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.
Katherine Davidson discusses the benefits of autonomous cars and some of the challenges this nascent market faces.