China Overtaking the United States

You’ve probably heard that in the coming years China would overtake the US in some areas. Well it’s starting to happen.

For the first time ever - the last data shows vehicle sales in China outpaced those in the United States.

According to the China Association of Automobile Manufacturers vehicle sales in China surged in 2009 to 13.6 million. By comparison, here in the US the tally was a paltry 10.7 million.

In case you’re wondering about the reliability of China’s data, it’s in line with forecasts from J.D. Power. And on average, analysts expect China to remain the No. 1 market for the foreseeable future.

What’s the trade?

Considering Ford is up 110% in the last 6 months while Toyota is up 16%, I think long Toyota is the play, says Tim Seymour.

Not only has it underperformed, but it’s a well run company and they’re ahead of the competition in the BRIC nations, Seymour says.


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