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David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

The Long View

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Investment Choices in Automotive Manufacturers

The chapter explores the investment preferences of the speakers in premium automotive manufacturers such as Toyota, BMW, and Mercedes Benz, emphasizing factors like structural growth, premiumization, self-help strategies, and significant cash flow generation. It also delves into Toyota's positioning in the electric vehicle market compared to German automakers, showcasing its strength in hybrids, emerging markets presence, and the advantage of a favorable Yen exchange rate.

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