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Yanmei Xie
Geopolitics Analyst with Gavekal Research
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Feb 29, 2024 • 34min
Overcapacity
The podcast discusses Chinese overcapacity in the EV sector, exploring government shaping industrial policy, competition in semiconductor chips and airliners, and market perceptions on Chinese aviation products.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode