After months of decline, UK car exports roared back 6.8% in July, powered by Trump’s surprise tariff cut from 25% to 10% on the first 100,000 British-built cars sent to the U.S. The deal breathes new life into premium automakers like Jaguar Land Rover and Aston Martin, unlocking access to their most lucrative market.
But here’s the kicker: output is still at historic lows, meaning valuations remain beaten down—creating a rare contrarian play before momentum builds.
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