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Bloomberg Intelligence

Soft Landing, EVs, and Private Credit

Dec 5, 2023
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses the US economy. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, talks about private credit and risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, shares market insights and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc., discusses the EV industry and outlook.
35:47

Podcast summary created with Snipd AI

Quick takeaways

  • The electric vehicle industry is experiencing rapid technological advancements, with a shift towards electric mobility solutions and a focus on autonomous driving capabilities.
  • E-CarX, a company specializing in digital solutions and autonomous driving, is well-positioned to support the transformation in the electric mobility era and has seen financial success with strong revenue growth.

Deep dives

E-CarX: Pioneering Digital Solutions for Electric Mobility

E-CarX is a company that designs, develops, and delivers digital solutions, software solutions, and autonomous driving solutions for the electric mobility era. They serve a range of customers both in China and internationally, providing services to large OEMs like GY Group, Lotus, Volvo, and Smart. With the electrified mobility industry booming, E-CarX is well-positioned to support the transformation in the industry.

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