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RBC’s Narayan: Tesla Outperforming Other Foreign EV Makers in China
RBC autos analyst Tom Narayan says Tesla is outperforming other foreign automakers in China and discusses his top auto stock picks on BNN Bloomberg.
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What stands out
Tom Narayan, RBC’s lead global autos analyst, says Tesla is selling in China at a stronger clip than other foreign electric vehicle makers, and he uses that contrast to frame his top auto stock picks on BNN Bloomberg. The clip matters because it moves past brand headlines and points to market share dynamics in the world’s largest EV market, a place where small share swings can change manufacturing plans, pricing, and local partnerships fast. Narayan’s on-the-ground read gives a timely behavioral signal from a major sell-side desk.