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There's a lot to be said for the upside as long as the middle classes continue to grow in these countries. Anyone have any other thoughts after seeing these figures? - Sails

Car sales in India and China will grow both as a consequence of middle class growth AND infrastructure growth (total paved miles). I did some research on highway infrastructure in both countries and was somewhat shocked by the scarcity of paved roads. I can't remember the numbers, but both countries are challenged in terms of transportation infrastructure.

Both countries are making progress.
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