Assessing the Rise of Chinese EV Manufacturers

Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large

Tyler Crowe, Lou Whiteman, and Jason Hall discuss:

- The rapid growth of Chinese electric vehicles

- The increasing competitive landscape and how it impacts the investability of the sector

- Whether the rise of Chinese EVs change the investment thesis in American automakers

- Our most attractive stocks in the automotive industry today

Companies discussed: BYDDF, GELYF, SAIC, TSLA, GM, F, GTX, RACE, ORLY

Host: Tyler Crowe

Guests: Lou Whiteman, Jason Hall

Engineer: Dan Boyd

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