Morning Meeting: GM Upgraded to Overweight at MS

The transcript discusses GM's market performance, highlighting a significant upgrade by Morgan Stanley due to China's contribution. It explores GM's joint ventures in China, their market valuation, and strategic positioning amidst technological disruptions. The discussion also touches on Tesla's market role and challenges, emphasizing the importance of navigating current market conditions.

What role does Mary Barra play in GM's strategic direction?

In what ways could the transition to electric and autonomous vehicles benefit GM?

What challenges does Tesla face in the current auto market according to the discussion?