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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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Vivek Vaidya, partner at Frost & Sullivan, says that one unintended consequence of the U.S.-China tariff war is that there has been a build-up of inventory for Chinese automakers who are under significant pressure to clear it, and that it is not clear if BYD is facing an "Evergrande moment" given the fact that they are cash positive and differences in cash cycles for the auto industry compared to real estate.
