BYD vs Rest of China EV Inc: Overseas markets are key to BYD's dominance

Tu Le of Sino Auto Insights discusses how BYD is shifting its strategy to focus on international markets like Europe, Canada, and the U.S., as domestic competition in China intensifies, with rivals like Geely and Nio eating into BYD’s market share. He also said the energy crunch amid the Iran war is expected to provide an opportunity for Chinese EV makers to expand their key markets.