After facing several challenges over the past few years, the auto industry has shown resilience amid the uncertain macroeconomic environment due to robust demand, easing inflation and supply chain constraints. Despite the high borrowing rates, auto sales will likely remain healthy this year.
In this piece, I have discussed the reasons why Polaris Inc. (PII), Suzuki Motor Corporation (SZKMY), and Isuzu Motors Limited (ISUZY) are generating better returns than Tesla, Inc. (TSLA) and are solid portfolio additions now.
