It’s Finally Time to Buy the Largest Producer of EVs

“China is a sleeping giant. When she wakes, she will shake the world.” Napoleon never said that, but he would if he visited China today. A decade ago China decided to transform itself “from a big automobile country to an automobile power” and made it happen. More than 30% of all cars and trucks produced globally come from China. That success coincides with the Made in China 2025 plan that largely accomplished what it set out to do – “to upgrade the manufacturing capabilities of Chinese industries, growing from labor-intensive workshops into a more technology-intensive powerhouse with more value added.” Today, we’re going to look at why an investment in China’s largest producer of electric vehicles may finally make sense.

The Thesis Thus Far

Our coming video on investing in China posits that most investors are unknowingly underexposed to the world’s second-largest economy which has largely traded flat since the iShares MSCI China ETF (MCHI) debuted 14 years ago.

Adding more exposure to China makes sense, and that’s the