KBA
KraneShares Bosera MSCI China A 50 Connect Index ETF
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"Musk Destroys Tesla Image in Germany" and the future of EV competition
Mercedes EQS is the first car to legally drive autonomously on Europes streets
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Those are large cap growth, so look to small cap value for somewhat lower correlation, within the equity world. Other ideas: You could look at KBA (China internal stuff) BTAL (anti-beta) Managed futures like DBMF or KMLM Gold (you already mentioned that) Long term treasury bonds are the most negatively correlated to equities. Short term bonds have about zero correlation
I'm long KBA and YINN. They are in the good part of the economic cycle.
>KBA said Tesla sold 1,110 cars in Germany in July, down by 55.1% from a year earlier. The number of Teslas sold in the January-July period dropped 57.8% to 10,000 units, compared with the same period last year. >By contrast, the total number of newly registered electric vehicles increased by 58% in July to 48,614 units, KBA added. I realize Germany was never a huge market, but lol still
Data published by the U.K.'s Society of Motor Manufacturers and Traders (SMMT) showed Tesla's new car sales dropped by nearly 60% to 987 units last month, down from 2,462 a year ago. (July) In Germany, Tesla car sales fell to 1,110 units in July, down 55.1% from the same month in 2024. The number of Tesla's sold in Europe's largest economy over January-July, meanwhile, plunged by 57.8% to 10,000 units, data from road traffic agency KBA showed.
"In Germany, Tesla car sales fell to 1,110 units in July, down 55.1% from the same month in 2024. The number of Tesla’s sold in Europe’s largest economy over January-July, meanwhile, plunged by 57.8% to 10,000 units, data from road traffic agency KBA showed. In sharp contrast, China’s EV giant BYD posted astronomical growth in two of Europe’s largest car markets last month. BYD sold 3,184 units in the U.K. in July, more than quadrupling its sales from a year ago. The company enjoyed similar success in Germany, notching a year-on-year sales uptick of nearly 390%."
The tariff affects me in my material supply chain which is traded off to consumers. Trumps decisions are the only reason we have to raise prices. We won’t be able to pay the workers. It’s all volume contracts in the real world. There isn’t an endless bank account where we just pay people. The brokers are the ONLY ones who are for sure getting their slice because they are contracted a set % of the profits unlike everyone else down the line. Last 2 months prices went up 25% on most stuff we import because of the tariffs alone, as they state with a banner on their websites when ordering. These are major companies like KBA, Bobst, Heidelberg, and other more common names like Klein. You can’t get things from other places, it doesn’t work like that. These are the biggest costs involved in making the cartons and packaging. So now I gotta spend an additional 25% on everything which absolutely affects my bottom line. Upwards of $100k more a month in some instances. Most can’t even break even at this point. Most shops only operate at a 10% margin as it is for the insurance of being able to mess up and not have to shut down. Mine is at least private. The majority like mine are owned by international companies which is even more salt in the wound.
Tesla's sales in Germany nearly halved in April, despite an overall rise in the country's all-electric vehicle sales, Germany's road traffic agency KBA said Tuesday, May 6. Tesla sold 885 vehicles in Germany in April, a 45.9 percent drop from a year earlier, the KBA said. tesla's sales from January 2025 to April fell 60.4 percent year-on-year to 5,820 units, the KBA added In contrast, the total number of new EV registrations in April was 53.5 percent higher than in the same period last year, it said. The German agency said Chinese electric car maker BYD (01211.HK) saw its sales jump more than eight-fold to 1,566 units in April, and its total sales since the start of the year rose nearly five-fold to 2,791 units.
Anecdotal evidence aside, have you seen the numbers? Germany's electric vehicle (EV) market is projected to grow significantly in 2025 and beyond. The market value is estimated to be $21.32 billion in 2025 and is forecasted to reach $78 billion by 2034, with a compound annual growth rate (CAGR) of 15.5%. Additionally, the EV market in Germany is expected to grow by 6.68% annually from 2025 to 2029, resulting in a market volume of US$88.4 billion in 2029. Registrations of battery-electric vehicles (BEVs) surged in Germany at the start of 2025. According to the KBA, 63.9% of registrations were BEVs in January 2025, a significant increase from the previous year. This growth can be attributed to the withdrawal of EV incentives in December 2023, which caused a drop in deliveries during January 2024, and the tightening of EU CO2 fleet limits for 2025. Moreover, Germany is expected to see approximately 873,000 electric cars newly registered in 2025, marking a 53% increase compared to 2024. This growth is driven by stringent environmental policies that have accelerated investments in EV technology by both government and private sectors. Germany's EV market growth is part of a broader European trend, with overall EV sales in Europe expected to reach 2.7 million units in 2025, a 40% increase from the previous year. Source: https://www.globenewswire.com/news-release/2025/02/28/3034849/28124/en/Assessing-Germany-s-Electric-Vehicle-Market-2025-2034-A-Leader-in-EV-Innovation-and-Adoption-Projected-to-Grow-at-a-CAGR-of-15-5.html https://economy-finance.ec.europa.eu/economic-surveillance-eu-economies/germany/economic-forecast-germany_en
Yes. Has been for nearly 100 years. Most of the concepts are all patented and in use. Very hard to reinvent the wheel. Companies like Bobst and KBA have monopolies on most of the tech and tooling involved. It’s like Apple vs Samsung except these are multi million dollar machines.
[Earlier this week](https://www.carscoops.com/2025/03/tesla-sales-plunge-44-in-norway-despite-ev-market-soaring-by-53/), we reported that [Tesla](https://www.carscoops.com/tag/tesla/) sales in Norway collapsed by 44.4% through January and February, despite the country’s overall EV market growing by 53.4%. Things are even worse in Germany. New data from the KBA – Germany’s Federal Motor Transport Authority – shows that in January 2025, Tesla sales plummeted by 59.5%, with just 1,277 new cars registered in the country. The situation only worsened in February. Sales were down a staggering 76.3% compared to February 2024, with just 1,429 units sold. Through January and February, Tesla has delivered 2,706 vehicles in [Germany](https://www.carscoops.com/tag/germany/), marking a massive 70.6% drop from the same period last year. Tesla’s decline is even more pronounced when you consider that overall BEV sales in Germany climbed 30.8% in February.
Tesla sees German car sales plunge in January REUTERS 9:38 AM ET 2/5/2025 FRANKFURT, Feb 5(Reuters) - Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period, as the U.S. electric vehicle maker faces a test of popularity amid headline-grabbing political involvement by its billionaire CEO Elon Musk. German road traffic agency KBA's website on Wednesday showed the number of newly registered Tesla cars fell 59.5% to 1,277 in January, while the overall German market was down just 2.8% at slightly more than 207,000 vehicles during the month. The overall segment of battery-electric vehicles, where Tesla is competing, however, gained popularity in January, with sales up 53.5% at almost 34,500 vehicles across all brands. KBA did not give reasons for the developments in car sales. Car registration data in Sweden and Norway earlier this week also showed that Tesla lost market share there in January. A total of 405 new Teslas were registered in Sweden last month, down 44% from January 2024, while registrations in Norway fell to 689, a decline of 38% over the same period, despite soaring overall demand for cars in the two countries. In addition to his strong backing for U.S. President Donald Trump, Musk has also voiced polarizing opinions on politics in Europe and beyond, drawing criticism from European capitals, including Norway's prime minister and Germany's chancellor. Musk, who also runs the X social media platform, has dismissed criticism against him as an affront to democracy and free speech. (Reporting by Ludwig Burger, Editing by Miranda Murray) Tesla sees German car sales plunge in January
Tesla sees German car sales plunge in January REUTERS 9:38 AM ET 2/5/2025 FRANKFURT, Feb 5(Reuters) - Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period, as the U.S. electric vehicle maker faces a test of popularity amid headline-grabbing political involvement by its billionaire CEO Elon Musk. German road traffic agency KBA's website on Wednesday showed the number of newly registered Tesla cars fell 59.5% to 1,277 in January, while the overall German market was down just 2.8% at slightly more than 207,000 vehicles during the month. The overall segment of battery-electric vehicles, where Tesla is competing, however, gained popularity in January, with sales up 53.5% at almost 34,500 vehicles across all brands. KBA did not give reasons for the developments in car sales. Car registration data in Sweden and Norway earlier this week also showed that Tesla lost market share there in January. A total of 405 new Teslas were registered in Sweden last month, down 44% from January 2024, while registrations in Norway fell to 689, a decline of 38% over the same period, despite soaring overall demand for cars in the two countries. In addition to his strong backing for U.S. President Donald Trump, Musk has also voiced polarizing opinions on politics in Europe and beyond, drawing criticism from European capitals, including Norway's prime minister and Germany's chancellor. Musk, who also runs the X social media platform, has dismissed criticism against him as an affront to democracy and free speech. (Reporting by Ludwig Burger, Editing by Miranda Murray) Tesla sees German car sales plunge in January
Tesla sees German car sales plunge in January REUTERS 9:38 AM ET 2/5/2025 FRANKFURT, Feb 5(Reuters) - Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period, as the U.S. electric vehicle maker faces a test of popularity amid headline-grabbing political involvement by its billionaire CEO Elon Musk. German road traffic agency KBA's website on Wednesday showed the number of newly registered Tesla cars fell 59.5% to 1,277 in January, while the overall German market was down just 2.8% at slightly more than 207,000 vehicles during the month. The overall segment of battery-electric vehicles, where Tesla is competing, however, gained popularity in January, with sales up 53.5% at almost 34,500 vehicles across all brands. KBA did not give reasons for the developments in car sales. Car registration data in Sweden and Norway earlier this week also showed that Tesla lost market share there in January. A total of 405 new Teslas were registered in Sweden last month, down 44% from January 2024, while registrations in Norway fell to 689, a decline of 38% over the same period, despite soaring overall demand for cars in the two countries. In addition to his strong backing for U.S. President Donald Trump, Musk has also voiced polarizing opinions on politics in Europe and beyond, drawing criticism from European capitals, including Norway's prime minister and Germany's chancellor. Musk, who also runs the X social media platform, has dismissed criticism against him as an affront to democracy and free speech. (Reporting by Ludwig Burger, Editing by Miranda Murray) Tesla sees German car sales plunge in January
Tesla sees German car sales plunge in January REUTERS9:38 AM ET 2/5/2025 FRANKFURT, Feb 5(Reuters) - Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period, as the U.S. electric vehicle maker faces a test of popularity amid headline-grabbing political involvement by its billionaire CEO Elon Musk. German road traffic agency KBA's website on Wednesday showed the number of newly registered Tesla cars fell 59.5% to 1,277 in January, while the overall German market was down just 2.8% at slightly more than 207,000 vehicles during the month. The overall segment of battery-electric vehicles, where Tesla is competing, however, gained popularity in January, with sales up 53.5% at almost 34,500 vehicles across all brands. KBA did not give reasons for the developments in car sales. Car registration data in Sweden and Norway earlier this week also showed that Tesla lost market share there in January. A total of 405 new Teslas were registered in Sweden last month, down 44% from January 2024, while registrations in Norway fell to 689, a decline of 38% over the same period, despite soaring overall demand for cars in the two countries. In addition to his strong backing for U.S. President Donald Trump, Musk has also voiced polarizing opinions on politics in Europe and beyond, drawing criticism from European capitals, including Norway's prime minister and Germany's chancellor. Musk, who also runs the X social media platform, has dismissed criticism against him as an affront to democracy and free speech. (Reporting by Ludwig Burger, Editing by Miranda Murray) Tesla sees German car sales plunge in January
I suggest to diversity even the China portion of your portfolio because depending on the type of exposure, some ETFs maybe riskier than others. Just a thought, but if you think China will start to recover, that also means resource stocks are also good deep value investments such as commodity-related stocks like those involved in Oil and Copper exploration and mining. * KWEB - focused on tech stocks. * FXI or KBA - large-cap stocks like the DOW in the USr portfolio because depending on the type of exposure, some ETFs may be riskier than others. Just a thought, but if you think China will start to recover, that also means resource stocks are also good deep-value investments such as commodity-related stocks like those involved in Oil and Copper exploration and mining. * ECNS - small caps My suggest is to buy an equal amount of each of the above to broaden your basket and minimize downside risk by only owning 1 or 2 positions.
I like your thinking of getting in while it's down. It's called "Buy Low, Sell High" right? I found some information on ETF Database (https://etfdb.com/etfs/country/china/). Doing some quick research, it seems KBA has a good total return. It gets 4 stars on Morningstar, but it's overall return was probably affected by their $12.30 dividend in December of '22, which was out of place for their 5 year average annual dividend of around $1.23. CBON comes in 2nd on my list for 5 year total return. The ETF gets 5 stars on Morningstar. It also sends a more consistent dividend. It, however, is an ETF for Chinese Bonds. Coming in 3rd on my list for 5 year total return in CHIQ, getting 2 stars on Morningstar. CNYA arrived in 4th place on my list for 5 year total return. It does indeed invest in Chinese equities. It gets 5 stars on Morningstar. It pays a relatively consistent twice yearly dividend. MCHI actually comes in 14th place (based on total return) on my list of 25 ETF's, also only getting two stars on Morningstar. If I had to make a recommendation, I'd recommend CNYA, but I am not a financial advisor and investing has risks. ;-)
Agriculture has been beaten down this year and has yet to make new highs or even bounce back considerably. MOO and FTAG have very cheap holdings. WEAT is a commodity play that's similar Water as expressed in PHO has done very well but pricey valuation I think physical resources including minerals will do well in general. And emerging markets have already started their rise as dollar weakens and rates fall, some on the backs of their resource-rich economies. Some impressive runs this year: Mexico, India, Colombia, even Brazil I also like MJ. Long base made there. Longer the base, higher in space Broad green energy PBW with a lot of semi-shitcos (just unproven and not profitable) also not a bad play if small cap spec continues to rise in 2024 Finally, China. Shunned and spurned in 2023. Simply too cheap, even with risk factored in. KBA and KURE are the more pure-play China plays than KWEB IMO
The KBA, which is the German car registration authority, says 68.5% of new registrations were companies. *Die Neuzulassungen für gewerblich Haltende stiegen um +28,7 Prozent, ihr Anteil betrug 68,5 Prozent.* [https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2023/pm21\_2023\_n\_05\_23\_pm\_komplett.html?snn=3662144](https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2023/pm21_2023_n_05_23_pm_komplett.html?snn=3662144)
Via google translate: On Thursday, the German Federal Motor Authority (KBA) published data on new passenger car registrations this September, and they *do not look good for electric cars* and in particular Tesla: A total of 31,714 pure battery vehicles were registered, which was 28.6 percent less than a year ago. Tesla is even mentioned [in the KBA release](https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2023/pm37_2023_n_09_23_pm_komplett.html?snn=3662144) as the import brand whose new registrations were the most decreasing in September.
Have a look at Kraneshare's offerings, which include small cap and various indices that are not represented or severely underrepresented in the usual emerging market indices. KBA for instance holds A-shares (not ADRs) of up and coming China stocks: https://kraneshares.com/kba/ They also do China thematic indices, etc.
China will figure it out. They'll improve their regulations and implement reforms. Like- I dunno what they have in terms of an FDIC - for guaranteeing bank deposits like we do in USA, but they'll probably knuckle down on that. There's a fraud bank over there with a bank run. And they're arresting the bankers and investigating the corruption, etc. Their construction lending institutions will also implement US style construction loan reforms - with progress payments and stuff like that. They definitely do not have the same banking and lending regulations that we're accustomed to, but they won't hesitate to make reforms. They need the capitalism markets in their country to run smoothly. I wouldn't worry about it too much in an IRA. You can sell without tax consequences and stuff. When the time comes. If it comes. Ya know what I mean? When the bid kinks up. When the shit hits the fan. It's not like SPY is going to collapse in just 1 day. From some Chinese housing crash. And it's not like China's housing market won't rebound. They still need a billion houses! You can get out early in a down move- like everyone did with the Covid crash. That wasn't a 1 day down move. If you got out on day 2 or 3 and waited for a lower price- that's not too bad. What more could you really ask for? Just keep your eyes peeled on the volume and the price momentum stuff. There's no magic secret. It's all public in the market. Probably add a few Chinese stock symbols to your watch list - and just keep an eye on their index and probably KBA China etf- which is like a China top 50 large caps index. You know what to do.
>\*Germany June New Car Registrations Fell 18.1% to 224,558 -KBA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-07-05 ^06:12:23 ^EDT-0400
Mercedes-Benz is recalling almost a million older cars due to possible brake problems, Germany's dpa newswire reported on Saturday, citing the KBA motor vehicle authority.
>GERMAN CAR REGISTRATIONS FELL 17% IN MARCH FROM PREVIOUS YEAR - KBA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-04-05 ^08:05:46 ^EDT-0400
>GERMAN CAR REGISTRATIONS IN DECEMBER DOWN 26.9% - KBA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-05 ^06:08:50 ^EST-0500
KBA, ASHR, or FXI. China.
>GERMAN CAR REGISTRATIONS IN NOVEMBER DOWN 31.7% - KBA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2021-12-03 ^06:43:37 ^EST-0500
>GERMAN NEW PASSENGER CAR REGISTRATIONS DOWN 25.7% IN SEPTEMBER – KBA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2021-10-05 ^05:33:36 ^EDT-0400
Where is the RGB on that KBA? You gotta program it to light up every time you make a trade.
> Though the quality of the cars they produced in 2020 is unarguably terrible. That's definitely not true. The overwhelming majority of cars that came off the line in 2020 were perfect. They might have a higher rate of cosmetic issues than other cars, things like trim or panel gaps misaligned. Or a lot of times when you see people's issues it's things like not understanding the infotainment or door handles or something. But the quality of an automaker's cars isn't just defined by a few issues like that. And implying that there's something wrong with all or most of the cars, when we're talking about small differences percentages of visual flaws. > The one danger OP forgot in the long term is recalls. I mean, it is already a threat as they are recalling in local markets left and right due to motor vehicle authorities clamping down on obvious defects (Germany, KBA, 12k recalls on 5 year old models due to adhesive issues), but the real consequences will be seen in 4-5 years when the less obvious defects on the 2020 models will start getting reported in large numbers. There's zero evidence that Tesla is anymore likely to have a recall than other automakers. All automakers have recalls, many of them extremely serious, some of them caused by deaths, and occasionally they've been covered up or fought for years. Compared the industry average there's nothing about Tesla's recall history that stands out as unusually bad. And there's even less evidence for imaginary recalls that you claim are definitely going to happen in the future.