“On a relative basis, we prefer the commercial vehicles and the SUV kind of companies and maybe some of the tractor companies. But in general, the auto sector was one sector which we had for the last two years or so. We have been cautious but this year we have turned quite bullish and we still like it from a longer term perspective.”
‘Waterfall’ decline base case risk to US market: Chris Wood
He said April 2-when Donald Trump announced the imposition of tariffs on imports into the US-is an ‘impoverishment’ day, not a ‘liberation’ day, as termed
April 5, 2025