Electric Vehicles ETF: KARS And China's Wild West Vehicle Capitalism

KraneShares221 FollowersFollow5ShareSavePlay(12min)CommentsSummaryWhile the US car market has long been highly consolidated into a handful of firms controlling multiple brands, we believe China’s vehicle market still remains highly fragmented, retaining the ethos of a Wild West-style capitalist competition.We believe a basket approach to China’s electric vehicle ecosystem is appropriate.China has become the world’s largest electric vehicle market, accounting for over 50% of global EV sales in 2025.The KraneShares Electric Vehicles & Future Mobility Index ETF is designed to provide exposure to the global EV and future mobility universe.

Getty Images At one point, there were roughly 2,000 U.S. automobile manufacturers. Today, only a few dozen remain. The legendary Warren Buffett often points to the U.S. automotive industry as a teaching moment for investors. Why? To highlight how difficult it isThis article was written byKraneShares221 FollowersFollowKrane Funds Advisors, LLC is the investment manager for KraneShares ETFs. KraneShares offers innovative investment solutions tailored to three key pillars: China, Climate, and Uncorrelated Assets. Our team is determined to provide industry-leading, differentiated, and high-conviction investment strategies that offer access to key market trends. Our mission is to empower investors with the knowledge and tools necessary to capture the importance of these themes as an essential element of a well-designed investment portfolio.