Yet Another Value Podcast cover image

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

Yet Another Value Podcast

00:00

Navigating China's Automotive Influence

This chapter explores the geopolitical dynamics of China's impact on the automotive industry, particularly the electric vehicle (EV) sector. It assesses a key supplier's dual focus on both electric and traditional vehicles, illustrating potential growth opportunities amidst challenges. The discussion also addresses investment strategies related to undervalued stocks and the implications of divestments on market positioning and shareholder value.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app