Alice Han

So I think some of the Latin American agro-producers are going to be beneficiaries of this as China again tries to diversify away from the US. And similarly, I think that Europe could extract certain concessions. This is why I'm bullish at the end of June that there could be some kind of a deal over EVs or even Chinese investment in Europe.

So I think some of the Latin American agro-producers are going to be beneficiaries of this as China again tries to diversify away from the US. And similarly, I think that Europe could extract certain concessions. This is why I'm bullish at the end of June that there could be some kind of a deal over EVs or even Chinese investment in Europe.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.

But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.

But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.

Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.

Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.

Well, Scott, you should, you know, I've got people in the region, so you should definitely go and visit. We can get you into an EV if you want in China very soon and give it a test drive. But on the ground, I mean, it's one of the huge success stories.

And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.

And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.

And I think that they've pressed play on autonomous driving, which is potentially going to give them even more upside when they begin to roll that out in China and then globally. And beyond that, I was reading an interesting diagram of the way in which BYD is involved in so many different industries.

And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.

And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.

And this is a way in which I think Chinese manufacturing can be seen as more competitive and advantageous, is the fact that you've got companies like Huawei and BYD that don't just produce cars or smartphones. They're involved in LiDAR. They're involved in AI. They're involved in semiconductor R&D.