Published On: January 29th, 2024Categories: Trade Ideas
Following multiple requests from our clients, in this report we take a look at the Global Automotive Sector. From a fundamental point of view, we expect profitability of auto manufacturers to be resilient in 2024. In terms of valuations, even after the recent risk-on rally, the sector remains attractively valued. At the end of the report, you can find our preferred issuers in the automotive sector.
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