45: Boom, bust, and competition: Electric vehicles in China, with Tu Le
In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers.
Audio is streamed directly from the publisher (cdn.simplecast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, the guys welcome Tu Le, Managing Director of Sino Auto Insights, to discuss China’s dynamic electric vehicle and automotive industry. Tu explains how an investment bubble and generous government subsidies led to an explosion in EV startups, but how as the money has dried up, these firms are now under intense pressure to prove that they can actually compete with the large international automakers.
Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.
Get the PDF of the China Consumer Index.
Watchlist:
- Tencent
- Alibaba
- Baidu
- iQiyi
- Xiaomi
- JD
- Pinduoduo
- Meituan-Dianping
Guest
Hosts:
Editor
Podcast information:
- iTunes
- Spotify
- RSS Feed
- Music: “Hey Ho” by Steve Jackson, Royalty Free Music