The market cap movement of publicly traded E2W players over the last six months indicates that only the Chinese lot have been doing well. What makes them different? Is it that when the world was running after dreamy E2Ws, the Chinese put their head down and actually sold what the market needed?
The E2W startup scene in Indonesia is slow, with penetration levels still at <2%. Most volumes are cornered by traders who import Chinese IP, cheap scooters. However, we saw plenty of startup action at the Indonesia International Motor Show (IIMS)
One small step for Yadea, a big leap for the electric mobility industry. The technology comes with all the limitations we expected with Na-ion
Gogoro plunged into a crisis due to the Taiwanese government's enquiry into its claimed local sourcing of motor controllers on the Viva model. The Founder-CEO has resigned...
Not everyone gets treated equally, or fairly, and that is a reality. The global equity markets are rewarding the potential future than fundamentals.
