Beyond Markets

Recent headlines about price wars and intense competition in the Chinese electric vehicle (EV) market have sparked investor concerns about the industry’s future, with many worrying about a race to the bottom. But what’s really going on behind the scenes?
 
In this episode, Louis Chua, investment analyst at Julius Baer, examines the key dynamics, opportunities, and challenges in the Chinese EV sector, and what they mean for the market’s long-term growth prospects.

  • (01:00) - : The “price war” – a race to the bottom?
  • (00:00) - Chapter 2
  • (03:45) - : Chinese automakers making waves internationally
  • (00:00) - Chapter 4
  • (04:45) - : Is the Chinese domestic EV market slowing?
  • (00:00) - Chapter 6
  • (06:00) - : Innovation in Chinese EVs
  • (00:00) - Chapter 8
  • (07:53) - : The “zero-mileage used cars” problem
  • (00:00) - Chapter 10
  • (09:55) - : Supplier payment reforms
  • (00:00) - Chapter 12
  • (10:30) - : Key risks and catalysts to watch

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.