Chinese automakers
5 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jun 20, 2024 by TP Huang (TP Wang) · across every show →
Everything said about Chinese automakers, oldest first
Jun 20, 2024 positive
Jun 20, 2024 neutral
Jun 20, 2024 neutral
Chinese EV makers prioritize Global South over Western export markets
“What you see is a lot of their attention are not really focused right now The Western countries, but rather a lot of the global South countries like Brazil, Thailand, Indonesia, Central Asia, probably a lot of the Middle Eastern countries, I would say. But tho…”
Jun 11, 2026 bullish
Chinese automakers will inevitably enter the US market via JVs or acquisitions
“Potentially, but I think realistically it's like gravity or water. The Chinese are going to find a way in and it may be by acquiring Stellantis or a Nissan or a plant inside or rebadging. It's a leap motor, but it's badged a Dodge and people start to show.”
Jun 11, 2026 bearish
Chinese automakers will likely acquire vulnerable legacy brands like Nissan and Stellantis
“One is Nissan, and the other is Stellantis, the group that owns, you know, Fiat, and Maserati, and Jeep, and Chrysler brands. Those two are the most vulnerable, so what will happen is either they'll joint venture with the Chinese And eventually be taken over b…”