058 | Global auto outlook: Steering through turbulence

Tomorrow – A podcast by Allianz Research

Apr 22 2024 • 16 mins

The global auto industry is going through a significant transformation towards electric vehicles but the path ahead will be turbulent, shaped by geopolitical tensions, slowing demand and regulatory uncertainties. In this episode, we speak to sector advisors Yao Lu and Maria Latorre to find out why Chinese carmakers are racing ahead, while European ones are lagging behind. SHOWNOTES: • Read the full report "Global auto outlook: Steering through turbulence": https://t1p.de/o9c4s • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://ludovicsubran.substack.com/