A Lunar New Year Special: BYD, EVs and Chinese Capital Allocation

农历新年特别节目:比亚迪、电动汽车和中国资本配置

After Hours

2023-01-18

45 分钟
PDF

单集简介 ...

Felix and Mihir celebrate Lunar New Year by talking about BYD, Electric Vehicles, and capital allocation in China. Hosted on Acast. See acast.com/privacy for more information.
更多

单集文稿 ...

  • Hello, everyone. This is After Hours.

  • I'm Felix.

  • And I'm Mihir.

  • And I'm back, and I'm super, super happy.

  • You're better and you're back, and to have you, and it's actually right at the right time.

  • It's a special occasion this week.

  • So many of our listeners in Asia, and frankly, listeners everywhere, will celebrate Lunar New Year.

  • So it an extra special week.

  • Oh, I think it's great to celebrate Lunar New Year.

  • Do you have a special Lunar New Year memory?

  • I think the lion dances in China, when I first saw that, I was just completely mesmerized.

  • And even these days, I always go to Chinatown and we stand there and we watch the lion dance.

  • That's really special.

  • And then just all the food.

  • There's just nothing really much better than a holiday that centers on food.

  • This year is the Year of the Rabbit, and the rabbit is often associated with hope and prosperity.

  • And it just seems exactly the right message,

  • the right kind of thing that we need at this particular time.

  • It's funny that you mentioned that, because I was raised in Hong Kong a little bit,

  • and I have exactly a similar memory of those dances, and it's just kind of seared on my brain.