Arun – Tata Motors has a great history. JLR is a recent addition to their business. It has a wealth creating chart and has made several investors who are holding it for decades quite wealthy. Even with Zero sales in China the stock is a clear buy. The big structural change and disruption acc to me is not wrt China now but shift in future to driver less cars for all premium car makers. That’s a bigger threat than a small issue like China.
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