Transcript
Transcript

US Truck Manufacturing & Distribution – Thematic Update – 29 May 2020

  • Multi Asset
  • Industrials
  • North America

Specialist

Former SVP at Navistar International Corp

Agenda

  • Implications of coronavirus pandemic and potential economic downturn on truck manufacturing
  • Competitive landscape – key players' ability to manage and respond to headwinds
  • Supply and demand dynamics, and 2020-21 outlook

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