About this episode
China has rapidly become the largest producer of electric vehicles (EV) globally, with a nearly 40% increase in sales volume last year. In this episode, Colin Ellis talks with our analyst Gerwin Ho about the drivers behind this growth, how a drive to boost scale amid intense domestic competition has prompted them to look elsewhere and the difficulties they will encounter in boosting exports and setting up overseas production.Speaker: Gerwin Ho, VP-Sr Credit Officer at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's RatingsRelated Research:Chinese EV makers will broaden expansion into emerging markets amid US, EU tariffs
