Show Notes
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
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.
(00:00) - Chapter 1
(00:00) - Chapter 2
(00:00) - Chapter 3
(00:00) - Chapter 4
(00:00) - Chapter 5
(00:00) - Chapter 6
(01:00) - : The “price war” – a race to the bottom?
(03:45) - : Chinese automakers making waves internationally
(04:45) - : Is the Chinese domestic EV market slowing?
(06:00) - : Innovation in Chinese EVs
(07:53) - : The “zero-mileage used cars” problem
(09:55) - : Supplier payment reforms
(10:30) - : Key risks and catalysts to watch
More from Beyond Markets
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In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balance sheet recession means for global investors, and the geopolitical risk that keeps Yves awake at night: waking up with stranded assets. The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts