Anshu Sharma

speaker

93 appearances 1 recordings 1 series first heard May 2026 last heard 28 May

Anshu Sharma’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Equity Mates Investing Podcast · Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption · 28 May 2026 podcast

Yeah.

So let's turn to China then, because it seems like that's where the action is these days.

So we want to talk about autos and batteries, but we are talking about robotics in China.

Is there anything else we should know in that space that you're saying over there?

And you mentioned in the four things that you changed your mind about in the first answer, the coming of sodium ion batteries.

Yes.

So I think most people listening would be familiar with EVs with lithium ion batteries.

Yeah.

So I guess explain to us the step change in terms of cost and in terms of performance switching from lithium to sodium.

Wow.

So it wasn't that long ago.

I reckon in the time that we were doing EquityMates, the thing that people said about China was, sure, they can make things cheaper, but they can't innovate.

And all they do is steal Western IP and then make it at a cheaper cost.

Yeah.

But the conversation that we're having and what you're saying, it seems like a number of notable innovations in meaningful technology fields are being driven from China, not from the US.

Is that kind of the conclusion we should be taking away?

And so then how does that show up in your portfolio?

Obviously, CATL is a meaningful position for you guys, but are there more China positions that you're looking at or that you already have in the portfolio?

So four to five times as much.

You say it comes down to valuation, but it must be so hard, particularly in the spaces you're playing in.

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