Stephen Dyer

Guests discuss Putin's Asia tour focusing on his North Korea/Vietnam visits, China's response to EV tariffs, and market movements. Topics include arms trade, trade conflicts in the EV sector, Chinese manufacturers global expansion, and economic indicators.

Stephen Dyer, Head of the Asia Automotive Practice at AlixPartners, and Shams Afzal, Managing Director at Carnegie Investment Counsel, dive into the seismic effects of U.S. tariffs on the global auto industry. They discuss Ford's potential price hikes if tariff relief isn’t granted and how Chinese EV maker Xpeng is expanding despite trade tensions. The duo also addresses how tariffs could influence Federal Reserve policies and market stability, creating volatility in Wall Street as investors react to the changing landscape.