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Global Autos Outlook: Hunting for Opportunities in Uncertain Times
Global auto sales volume growth outpaced estimates in 4Q24-1Q25; such outperformance was almost entirely led by China, where momentum will likely continue In the US, early-year sales surged as buyers rushed to beat tariff-driven price hikes, but ongoing trade barriers and higher costs pose significant headwinds for automakers Indonesia and Thailand face declines due to strict lending and weak demand, while India stands out with an improved outlook The US auto industry and related supply...
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