Thursday, November 4, 2010

US Automobile segment

If I were a US investor with a medium sized risk appetite I would be buying Ford@$15 and subscribing to the expected issue of GM.

My primary reason is that demand will turn and rather than wait before every tom and harry starts seeing the pattern one can take a calculated risk.

Secondary reason is that the US auto cos education is complete.Its a lesson they learnt in the mid 1980s from the Hondas,Nissans,Suzukis.The behemoth SUVs have been replaced(not completely) with smaller more fuel efficient variants that are begining to compete successfuly in the crowded Asian markets.

I want to own an American car and I feel so do a few other non-believers like me!!With the existing marketing muscle and leaner,cost saving cars there are a few million ready consumers waiting...