"NIO, XPEV, LI, BYD.. China's Quads Message Board

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Technology Stocks : "NIO, XPEV, LI, BYD.. China's Quads

BYDDF 12.07

-0.2%

Dec 19 3:48 PM EST

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To: Julius Wong who wrote (2413)	3/29/2024 11:58:32 AM
From: roto	of 2786

If I read my tea leaves correctly, China may have a problem exporting EVs to Europe & NorthAmerica. Too many negative China- domestic issues are in play.. youth unemployment, a collapsed real estate market & banking tanking, also international political pressures. But, as I indicated in my post, the currency exchange rate much favors the US$.. the RMB is cheap this moment! Maybe something positive export- wise, but cheap new EVs sitting idle by the thousands in China's parking lots, may be a better play in S.E. Asia, S.America, Africa.. I'm thinking where Japan & Korea enjoys their historically current high tide. Maybe better opportunity for cheap Chinese EVs. The Japanese & Koreans are not idle sitting.. they'll make a game of it too. Interesting, everything hinges on China's huge foreign currency reserves.. the gift that keeps on giving.

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