4min chapter

After Hours cover image

A Lunar New Year Special: BYD, EVs and Chinese Capital Allocation

After Hours

CHAPTER

Can BYD Become a Global Brand?

The question for me is, can they become successful global brands and businesses? They're dominating and flexing in China like crazy. Can you imagine a world in 10 years where BYD is a top three brand? Yeah. It's different for cars for two reasons. One is Chinese EV makers are really just ahead of the curve. The second reason has a little to do with why I'm most optimistic perhaps about a company like BYD.

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