VW upping CN investment. Any bets on what kinds of cars?

Great question from Normandy Madden after my speech at ICOM today: how serious is the government about its announced plans to finally enforce its "Made-in-China" policy for vehicles purchased by government entities. My bet? Pretty serious. Which is what makes the VW announcement so interesting. Given demand in China, it makes sense for auto MNCs to invest in production of high-end models in China so as not to lose the government VIP market. http://amplify.com/u/5bgi

Posted via web from Silicon Hutong on Posterous