European auto manufacturers Loading... : Investor Sentiment and Bull/Bear Views

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03:08
Nov 08
William White Senior Fellow, C.D. Howe Institute; former Head of Monetary… The David Lin Report
China EVs gain, Europe autos struggle
Germany and European automakers made bad bets on Russian gas, Chinese export markets, and US security, and were slow to EVs; meanwhile China's government-guided auto/EV model is extremely cost competitive and likely to consolidate and spread global dominance, leaving European carmakers disadvantaged.
MED
00:49
Jan 08
Stephen Yiu CIO and Co-Founder, Blue Whale Growth Fund The David Lin Report
Chinese EV makers to dominate; Europe lags.
If he had to bet, Chinese EV makers have the best chance to dominate global autos. EV is a new technology, Chinese manufacturers started earlier, have scale and strong charging infrastructure in tier 1/2 cities, and can remain competitive even with US/European tariffs because of low-cost technology. European manufacturers have not cracked EV and face harder adoption/charging economics; outside Tesla, Western competition is limited.
MED

About European auto manufacturers Investor Commentary

Across the available history and selected sources, Buzzberg tracks European auto manufacturers across 1 sources: 0 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: William White, Stephen Yiu.