Industry Trend Analysis - Autos Mid-Year Update: Key Themes For 2017 - AUG 2017

As we reach the mid-point of the year, it is time to assess the performance of the key views we outlined for the sector at the end of 2016 ( see ' Key Themes For Autos In 2017 ' , November 29 2016). While the views are all playing out to some extent, one of the most notable is the theme of monetising autonomous car technology and incorporating it into a business model.

Key Theme: Emerging Markets To Outperform Developed Markets

BMI View: Our forecast for EM vehicle sales growth will more than double in 2017 compared with 2016 , while those DMs that have propped up global growth during a tough couple of years for the major EMs will marginally contract on an aggregated basis.

Key Variables On Their Way Up
Russia Real Monthly Wage & Light Vehicle Sales, % chg y-o-y
Source: Bloomberg, AEB, BMI

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