03/07/20 -"A bumpy road to recovery"
The Auto sector is among the top performers witha +43.4% rebound since the market bottomof 23 March (as of 01/07/2020). But year-to-date, it is still lagging the market by 11.8%.Will it catch up the overall market? Where are we in terms of demand, including for Auto Parts? What can we expect from the various government incentives? Are EV investments on hold? What are our favorite stocks?
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