Is it just me, or is the ASX still fast asleep on the EV thematic?
Tesla has gone 10x in 2yrs, BYD has tripled relative to its historical all time high, the new entrants like NIO and Xpeng are absolutely flying... global investors seem well and truly alive to the likelihood that the next 10yrs will see a complete overhaul of the transport ecosystem
and yet here on the ASX the EV thematic just potters along ... that said Li stocks are definitely well into recovery phase
am I missing something?
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Is it just me, or is the ASX still fast asleep on the EV...
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