Investing in Asia – Auto Industry Outlook in Korea & China
We’ll explore how shifting trade dynamics, government incentives, and U.S.–Korea negotiations are shaping the auto sector, with insights into Hyundai Motor Group’s strategy, EV platforms, and the future of autonomous and software-defined vehicles.
At the same time, we’ll examine China’s rapidly evolving auto landscape—its lead in the global EV race with the rise of BYD, Xiaomi, and other local brands; the mounting price competition and industry overcapacity; and how Chinese automakers are expanding abroad, from Russia to Europe and other emerging markets.
You’ll also hear how Bloomberg’s data and analytics tools can support equity research and uncover emerging industry trends.
Register to secure your place now.
Speakers
Jae-il Lee
Team Lead and Senior Analyst, Strategic Industry Research Team
Eugene Investment & Securities
Mr. Jae-il Lee began his career at Shinyoung Securities in 2011, where he gained broad experience across various industry sectors. In 2014, he transitioned into automotive industry research, initiating coverage on Korea’s automotive sector. He joined Eugene Investment & Securities in 2017 and currently serves as Team Lead and Senior Analyst of the Strategic Industry Research Team. His research scope has expanded beyond traditional internal combustion vehicles to include electric vehicles, autonomous driving technologies, and other emerging mobility trends. With over 12 years of experience in automotive industry research, Mr. Lee is recognized as a veteran analyst in the field. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Korea Certified Investment Analyst Association. Mr. Lee earned his Bachelor’s degree in Business Administration from Seoul National University.
Joanna Chen
Asia Autos Analyst
Bloomberg Intelligence
Joanna Chen is an equity research analyst with six years of experience covering the Asia automotive sector at Bloomberg Intelligence in Hong Kong. Her coverage spans from automakers to EV battery supply chains and emerging technologies such as autonomous driving, with a focus on China. Joanna holds a Master's degree in Computational Finance and Risk Management from University of Washington. She is a CFA charterholder and a member of CFA Society Hong Kong.
Andrew Siah
Senior Auto Industry Data Analyst
Bloomberg
Andrew joined Bloomberg in 2024 and is currently a Senior Auto Industry Data Analyst, specialising in Greater China's auto and auto parts companies. He primarily focuses on onboarding, managing and analysing company financials and industry data. Prior to joining Bloomberg, Andrew worked as an Equity Research Analyst at CICC, covering consumer and internet sectors starting in 2021. Andrew holds a BSc in Quantitative Finance from the University of Hong Kong.
John Lee (bi)
Research Content Manager- APAC
Bloomberg Intelligence
John Lee is the Research Content Manager for Bloomberg Intelligence. As part of his role, he is responsible for driving readership and adoption of Bloomberg Intelligence across the Asia-Pacific region. John is also the co-host of the Asia Centric podcast by Bloomberg Intelligence. Prior to joining Bloomberg, John held equity research and institutional sales roles at investment banks including Barclays, Deutsche Bank and Macquarie Bank in Hong Kong, Seoul and Sydney. John holds Bachelor of Laws and Bachelor of Commerce degrees from The Australian National University.