SUBTLE BUT REAL QUESTION WHICH
IS THE BALANCE TREATING A LITTLE
BIT.
TRENDY JOINING ME NOW IS THE
CHAIRMAN AND CEO OF MS. SONIA TO
BE SHIA ALLIANCE, CARLOS GO ON.
GOOD TO SEE YOU.
GREAT TO SEE YOU HERE IN DAVOS.
YOU AND I HAD CONVERSATIONS
ABOUT TRADE IN THE PAST WITH
LAWMAKERS SELLING GOODS IN THE
U.S.
WHAT YOU THINK WHEN YOU SEE
THESE TARIFFS?
>> WELL, I THINK IT IS NOT
SOMETHING MAJOR IN MY OPINION.
WE ARE TALKING ABOUT RELATIVELY
MINOR ITEMS.
WE ARE NOT TALKING ABOUT MAJOR.
I THINK 2018 IS NOT GOING TO SEE
THERE WILL BE SOME CORRECTIONS,
BUT I'M NOT ACTING ANYTHING
MAJOR.
MARIA: WHAT ABOUT THE RESPONSE?
ARE YOU EXPECTING A RESPONSE
FROM CHINA?
NAFTA, VERY IMPORTANT FOR ALL
CALM OR OCCURS AND WHAT WILL BE
THE OF THE NEGOTIATIONS.
THE FACT AFTER 23, 24 YEARS OF
AN ESTABLISHED AGREEMENT, WE
WANT ANOTHER LOOK BECAUSE IT'S
DIFFERENT OF THE THREE ECONOMIES
ARE DIFFERENT.
THE OUTCOME IS VERY IMPORTANT
FOR US, BUT NOT ENFORCING THE
OUTCOME.
MARIA: THIS DISCUSSION ON NAFTA
IS BEGINNING.
THIS WEEK COMING NEXT WEEK, WILL
COME TO AHEAD IN 2018 AS THE
LEADING CEO, YOUR COMPANIES,
THEY ARE THE LARGEST AUTOMAKER
IN THE WORLD RIGHT NOW IN 17.
DISCUSSIONS?
>> WE WANT TO SEE VISIBILITY AND
SOMETHING THAT WILL SHOW US THE
NEXT 10 TO 20 YEARS.
IF YOU ARE IN A SITUATION WHERE
YOU KNOW THAT YOU MAY CHANGE BUT
YOU DON'T KNOW WHAT WILL HAPPEN
BECAUSE THIS IS SIMPLE
INVESTMENTS.
THE FACT YOU ARE GOING TO REVIEW
THIS AGREEMENT, FINE.
LET'S SET ONE FOR ALL THE RULES
THAT WILL ALLOW US TO INVEST,
ORGANIZE HERSELF.
MARIA: FOR YOU IT'S ABOUT
CERTAINTY.
IT DOESN'T NECESSARILY MEAN --
IT COULD BE MORE EXPENSIVE FOR
YOU.
>> IT CAN BE MORE EXPENSIVE FOR
US SOME OF THE CARMAKERS BECAUSE
WE ARE IN THE SAME SITUATION.
IT WON'T GET MORE OR LESS
COMPETITIVE.
WE NEED TO KNOW WHAT ARE THE
RULES SO WE CAN ORGANIZE
OURSELVES.
MARIA: GAVE ME THE STATE OF THE
BUSINESS RIGHT NOW.
YOU PUT TOGETHER THIS INCREDIBLE
ALLIANCE.
CONGRATULATIONS.
SUCCESS STORY.
THIS IS THE SUCCESS STORY IN THE
AUTO.
OWNING 43.4% OF NISSAN PAID OF
NISSAN.
HIS SON OWNS 50%.
THE 73% OF THE RUSSIAN AUTOMAKER
AND THEN NISSAN HOLDS A
CONTROLLING 34% AMID TO BE SHIA
VOTERS.
WHAT DOES THIS DO FOR YOU?
>> IN A CERTAIN WAY, THE
ALLIANCE AND THE AUTONOMY OF
OTHER COMPANIES.
BUT AT THE SAME TIME, WE WORKED
TOGETHER WHERE IT MATTERS ON
ALL OF THE COMPANIES TO MANAGE
THEIR OWN BRAND.
IT GIVES US A LITTLE BIT THE
SCALE OF ONE LARGE COMPANY AT
THE SAME TIME THE GDP OF A LOT
OF COMPANIES.
MARIA: WHAT YOU SEE IN TERMS OF
BUSINESS?
>> I SEE A GREAT MARKET.
PRACTICALLY ALL THE MARKETS
GOING UP WITH THE EXCEPTION
MAYBE OF THE U.K. DEPENDING WHAT
WILL HAPPEN IN BREXIT.
THE UNITED STATES PARTICULARLY
WITH THE LATEST DECISION ON THE
JAPAN IS GOING TO DO BETTER
COMING HERE BETTER.
CHINA AND INDIA WILL CONTINUE ON
THEIR TREND.
SO I'M EXPECTING ANOTHER RECORD
FOR THE INDUSTRY.
MARIA: I'VE GOT TO GET YOUR TAKE
ON WHAT CHANGES DOES, WHAT TURNS
THIS AROUND.
YOU WERE AT CES, WHICH IS
TECHNOLOGY SHOW, BUT NOT SO
DIFFERENT TODAY BECAUSE
EVERYTHING IN YOUR CAR IS
TECHNOLOGY.
YOU ARE AT THE AUTO SHOW.
>> THAT IS ALL PARTICULARLY ON
AND HOW IT WILL CHANGE THE CAR.
IN THE NEXT FIVE YEARS GOING TO
CARS, EVERYTHING WILL HAVE BEEN.
THEY WILL BE THE BREAKS.
AND THEY WILL DETERMINE HOW THE
CAR WILL CHANGE.
>> THE EMERGING MARKET?
>> TO BREAKS IN THE SENSE OF THE
SMALL MODULES.
IT WILL CHANGE THE CAR.
VEHICLES.
>> YEAH, YOU WILL BE BUYING MORE
AUTONOMOUS CARS.
I WANT TO DRIVE THE CAR WHEN I
DECIDE AND I WANT TO DESCRIBE
THE -- DRIVE ME.
THEY HAVE A LOT OF COMMERCIAL
YOU WILL HAVE A MIX OF
TECHNOLOGY ON THE MARKET AND I
DON'T THINK THE MARKET IS GOING
TO GO ONE WAY BUT IT'S GOING TO
DIVERSIFY THE OFFER.
MARIA: ARE YOU WORRIED WITH ALL
OF THE FLEETS, BECAUSE OF UBER,
THEY ARE BUYING FLEETS, FEWER
CARS ON THE ROAD?
>> I DON'T THINK SO.
IF I WERE NOT SEEING IT TODAY,
EVEN THOUGH WE HAVE BEEN TOLD
THAT YOUNG PEOPLE IN CITIES ARE
NOT BUYING CARS, WHICH IS TRUE,
YOU HAVE TO LOOK AT THE WHOLE
MARKET, AT THE SAME TIME THAT
YOU HAVE KIND OF STABILITY OF
THE CAR MARKET IN THE UNITED
STATES OR IN EUROPE, IN THE BIG
MARIA: REAL QUICK, BEFORE YOU
GO, CARLOS, A PERFECT SITUATION
SYNCHRONIZE GLOBAL GROWTH, WHAT
CHANGES THIS?
>> WHAT MAY CHANGE THIS IS ALL
OF A SUDDEN UNEXPECTED CONFLICT
SOMEWHERE THAT COULD SCARE THE
MARKET OR WHEN I SAY CONFLICT,
IT CAN BE A WAR SOMEWHERE OR
CONFLICT INSIDE A COUNTRY.
MARIA: LIKE A TRADE SITUATION.
>> TRADE SITUATION, BUDGET
SITUATION.
MARIA: THESE ARE UNFORESEEN.