Nickel, Chinese EVs and a Senate Chase in the Philippines | Franco Varona - E708

When the oil crisis hit, Southeast Asia changed overnight. In this episode, recorded in Manila, Foxmont Capital's Franco Varona joins Jeremy Au to unpack how the energy shock supercharged the electric vehicle boom across the Philippines, Singapore, Malaysia, Indonesia and Vietnam. They break down BYD's stunning climb to become the Philippines' third best-selling car brand in roughly three years, why Filipino consumers now name a Chinese EV as their dream car, and how solar panels are turning electricity bills to zero. The conversation also goes deep on the region's bigger game: Malaysia's fuel subsidy...